New Zealand markets closed

SEI Catholic Values Equity Y (SCVT) (CAVYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.79+0.09 (+0.57%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.27%
5-year average return10.60%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)28.28%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return28.28%
Worst 3-yr total return5.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAVYXCategory
YTD9.36%5.31%
1-month1.23%-4.19%
3-month0.45%3.90%
1-year17.33%20.31%
3-year4.48%6.48%
5-year10.73%11.78%
10-year0.00%10.96%
Last bull market26.04%25.56%
Last bear market-16.03%-15.11%

Annual total return (%) history

Year
CAVYXCategory
2024
N/AN/A
2023
21.29%22.32%
2022
-18.40%-16.96%
2021
20.81%26.07%
2020
17.47%15.83%
2019
28.28%28.78%
2018
-9.97%-6.27%
2017
23.81%20.44%
2016
9.78%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.87%0.45%N/AN/A
20236.86%5.79%-4.51%12.36%
2022-6.05%-16.03%-6.08%10.13%
20217.25%6.89%-1.36%6.83%
2020-24.09%21.46%8.04%17.93%
201914.27%3.58%-0.72%9.17%
2018-0.89%2.78%4.53%-15.44%
20175.76%4.69%5.29%6.20%
2016-0.86%0.43%7.14%2.91%
2015-9.76%5.35%N/AN/A

Rank in category (by total return)

YTD77
1-month82
3-month78
1-year76
3-year90
5-year85

Load adjusted returns

1-year17.33%
3-year4.48%
5-year10.73%
10-yearN/A