SCOBX Mutual Fund

SCOBX Mutual Fund

NAV$46.42
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Returns Overview

1 Month
-1.38%
3 Months
-2.35%
6 Months
+1.15%
YTD
+3.60%
1 Year
+5.34%
3 Years (annualized)
+16.47%
5 Years (annualized)
+1.33%
10 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCOBX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morgan Stanley Capital International MSCI All Country World ex USA Index
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+4.64%
vs Peers
-1.04%

SCOBX Mutual Fund Performance

SCOBX performance across multiple time periods: 1-month -1.38%, YTD 3.60%, 1-year 5.34%, 3-year 16.47%, 5-year 1.33%, 10-year 7.06%.

SCOBX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

SCOBX vs another fund shows side-by-side returns. SCOBX alternatives are available in the Mutual Fund Screener.