SCSMX Mutual Fund

SCSMX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
-4.05%
3 Months
-10.78%
6 Months
+8.28%
YTD
+5.10%
1 Year
+3.68%
3 Years (annualized)
+8.45%
5 Years (annualized)
-1.64%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCSMX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+5.10%
Peer Avg (YTD)
+10.34%
vs Peers
-5.24%

SCSMX Mutual Fund Performance

SCSMX performance across multiple time periods: 1-month -4.05%, YTD 5.10%, 1-year 3.68%, 3-year 8.45%, 5-year -1.64%, 10-year 9.21%.

SCSMX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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