SCBIX Mutual Fund

SCBIX Mutual Fund

NAV$8.16
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Returns Overview

1 Month
-2.95%
3 Months
-4.04%
6 Months
-3.43%
YTD
-3.47%
1 Year
-2.49%
3 Years (annualized)
+4.10%
5 Years (annualized)
-0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCBIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-3.47%
Peer Avg (YTD)
+0.50%
vs Peers
-3.97%

SCBIX Mutual Fund Performance

SCBIX performance across multiple time periods: 1-month -2.95%, YTD -3.47%, 1-year -2.49%, 3-year 4.10%, 5-year -0.47%.

SCBIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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