SCIII Mutual Fund

SCIII Mutual Fund

See how much of SCIII you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.83%
3 Months
-8.09%
6 Months
+11.21%
YTD
+12.80%
1 Year
+0.85%
3 Years (annualized)
+10.12%
5 Years (annualized)
-8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCIII 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.80%
Peer Avg (YTD)
+6.72%
vs Peers
+6.08%

SCIII Mutual Fund Performance

SCIII performance across multiple time periods: 1-month -3.83%, YTD 12.80%, 1-year 0.85%, 3-year 10.12%, 5-year -8.20%.

SCIII returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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