SESVX Mutual Fund

NAV$27.61

Returns Overview

1 Month
+1.69%
3 Months
+7.73%
6 Months
+14.56%
YTD
+19.11%
1 Year
+36.40%
3 Years (annualized)
+16.64%
5 Years (annualized)
+8.67%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SESVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index Return
This Mutual Fund (YTD)
+19.11%
Peer Avg (YTD)
+18.52%
vs Peers
+0.59%

SESVX Mutual Fund Performance

SESVX performance across multiple time periods: 1-month 1.69%, YTD 19.11%, 1-year 36.40%, 3-year 16.64%, 5-year 8.67%, 10-year 9.24%.

SESVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

SESVX performance comparison shows side-by-side returns with another fund. SESVX alternatives are available in the Mutual Fund Screener.