SCRZX Mutual Fund

SCRZX Mutual Fund

NAV$13.26
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Returns Overview

1 Month
-6.16%
3 Months
-7.34%
6 Months
+12.47%
YTD
+13.04%
1 Year
+14.46%
3 Years (annualized)
+15.10%
5 Years (annualized)
+7.40%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCRZX 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
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📉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 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.04%
Peer Avg (YTD)
+10.34%
vs Peers
+2.70%

SCRZX Mutual Fund Performance

SCRZX performance across multiple time periods: 1-month -6.16%, YTD 13.04%, 1-year 14.46%, 3-year 15.10%, 5-year 7.40%, 10-year 9.60%.

SCRZX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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