SCIZX Mutual Fund

SCIZX Mutual Fund

NAV$7.59
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Returns Overview

1 Month
-5.69%
3 Months
+0.67%
6 Months
+7.69%
YTD
-3.33%
1 Year
-2.29%
3 Years (annualized)
+3.46%
5 Years (annualized)
-0.64%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCIZX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-3.33%
Peer Avg (YTD)
+8.68%
vs Peers
-12.01%

SCIZX Mutual Fund Performance

SCIZX performance across multiple time periods: 1-month -5.69%, YTD -3.33%, 1-year -2.29%, 3-year 3.46%, 5-year -0.64%, 10-year 7.07%.

SCIZX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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