SCSIX Mutual Fund

NAV$44.98

Returns Overview

1 Month
-1.25%
3 Months
+6.66%
6 Months
+14.80%
YTD
+21.37%
1 Year
+38.52%
3 Years (annualized)
+19.85%
5 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCSIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+21.37%
Peer Avg (YTD)
+18.52%
vs Peers
+2.85%

SCSIX Mutual Fund Performance

SCSIX performance across multiple time periods: 1-month -1.25%, YTD 21.37%, 1-year 38.52%, 3-year 19.85%, 5-year 11.68%.

SCSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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