SCBCX Mutual Fund

SCBCX Mutual Fund

NAV$16.37
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Returns Overview

1 Month
-1.25%
3 Months
-0.59%
6 Months
+8.35%
YTD
+5.55%
1 Year
+7.74%
3 Years (annualized)
+11.64%
5 Years (annualized)
+5.15%
10 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCBCX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+4.96%
vs Peers
+0.59%

SCBCX Mutual Fund Performance

SCBCX performance across multiple time periods: 1-month -1.25%, YTD 5.55%, 1-year 7.74%, 3-year 11.64%, 5-year 5.15%, 10-year 6.45%.

SCBCX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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