SCSRX Mutual Fund

NAV$22.03

Returns Overview

1 Month
-2.57%
3 Months
+9.01%
6 Months
+9.28%
YTD
+12.97%
1 Year
+21.53%
3 Years (annualized)
+13.15%
5 Years (annualized)
+6.77%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCSRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.97%
Peer Avg (YTD)
+10.82%
vs Peers
+2.16%

SCSRX Mutual Fund Performance

SCSRX performance across multiple time periods: 1-month -2.57%, YTD 12.97%, 1-year 21.53%, 3-year 13.15%, 5-year 6.77%, 10-year 11.00%.

SCSRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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