SEVIX Mutual Fund

NAV$14.48

Returns Overview

1 Year
-1.44%
3 Years (annualized)
+7.90%
5 Years (annualized)
+5.57%
10 Years (annualized)
+6.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEVIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)

SEVIX Mutual Fund Performance

SEVIX performance across multiple time periods: 1-year -1.44%, 3-year 7.90%, 5-year 5.57%, 10-year 6.54%.

SEVIX returns can be compared against peers and benchmarks. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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