SCSAX Mutual Fund

SCSAX Mutual Fund

NAV$17.85
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Returns Overview

1 Month
-0.16%
3 Months
-3.96%
6 Months
+2.44%
YTD
+10.15%
1 Year
+13.45%
3 Years (annualized)
+12.68%
5 Years (annualized)
+3.03%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCSAX 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
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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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+10.15%
Peer Avg (YTD)
+10.76%
vs Peers
-0.61%

SCSAX Mutual Fund Performance

SCSAX performance across multiple time periods: 1-month -0.16%, YTD 10.15%, 1-year 13.45%, 3-year 12.68%, 5-year 3.03%, 10-year 8.84%.

SCSAX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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