SCBRX Mutual Fund

NAV$8.43

Returns Overview

1 Month
-1.63%
3 Months
-1.29%
6 Months
-2.66%
YTD
-2.66%
1 Year
+4.16%
3 Years (annualized)
+4.47%
5 Years (annualized)
+0.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCBRX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
-2.66%
Peer Avg (YTD)
+3.23%
vs Peers
-5.88%

SCBRX Mutual Fund Performance

SCBRX performance across multiple time periods: 1-month -1.63%, YTD -2.66%, 1-year 4.16%, 3-year 4.47%, 5-year 0.06%.

SCBRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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