SEVSX Mutual Fund

NAV$43.68

Returns Overview

1 Month
+3.06%
3 Months
+11.34%
6 Months
+11.29%
YTD
+10.30%
1 Year
+18.75%
3 Years (annualized)
+37.84%
5 Years (annualized)
+21.91%
10 Years (annualized)
+16.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEVSX 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)
+10.30%
Peer Avg (YTD)
+10.82%
vs Peers
-0.52%

SEVSX Mutual Fund Performance

SEVSX performance across multiple time periods: 1-month 3.06%, YTD 10.30%, 1-year 18.75%, 3-year 37.84%, 5-year 21.91%, 10-year 16.74%.

SEVSX returns trail the peer average of 10.82% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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