SCCUX Mutual Fund

NAV$12.57

Returns Overview

1 Month
-0.63%
3 Months
+9.98%
6 Months
+6.43%
YTD
+6.25%
1 Year
+16.22%
3 Years (annualized)
+15.15%
5 Years (annualized)
+9.11%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCCUX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+6.25%
Peer Avg (YTD)
+8.36%
vs Peers
-2.10%

SCCUX Mutual Fund Performance

SCCUX performance across multiple time periods: 1-month -0.63%, YTD 6.25%, 1-year 16.22%, 3-year 15.15%, 5-year 9.11%, 10-year 6.96%.

SCCUX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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