SEVAX Mutual Fund

NAV$39.25

Returns Overview

1 Month
+3.12%
3 Months
+11.59%
6 Months
+11.79%
YTD
+10.79%
1 Year
+19.78%
3 Years (annualized)
+10.67%
5 Years (annualized)
+7.23%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEVAX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+10.82%
vs Peers
-0.02%

SEVAX Mutual Fund Performance

SEVAX performance across multiple time periods: 1-month 3.12%, YTD 10.79%, 1-year 19.78%, 3-year 10.67%, 5-year 7.23%, 10-year 9.93%.

SEVAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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