SCSMX Mutual Fund

NAV$20.19

Returns Overview

1 Month
+6.89%
3 Months
+21.36%
6 Months
+19.52%
YTD
+17.79%
1 Year
+26.83%
3 Years (annualized)
+10.09%
5 Years (annualized)
+0.07%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCSMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.79%
Peer Avg (YTD)
+18.52%
vs Peers
-0.73%

SCSMX Mutual Fund Performance

SCSMX performance across multiple time periods: 1-month 6.89%, YTD 17.79%, 1-year 26.83%, 3-year 10.09%, 5-year 0.07%, 10-year 10.97%.

SCSMX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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