SCSRX Mutual Fund

SCSRX Mutual Fund

NAV$22.02
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Returns Overview

1 Month
-3.05%
3 Months
-6.45%
6 Months
+14.06%
YTD
+9.38%
1 Year
+13.57%
3 Years (annualized)
+9.40%
5 Years (annualized)
+4.28%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCSRX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+9.38%
Peer Avg (YTD)
+6.72%
vs Peers
+2.66%

SCSRX Mutual Fund Performance

SCSRX performance across multiple time periods: 1-month -3.05%, YTD 9.38%, 1-year 13.57%, 3-year 9.40%, 5-year 4.28%, 10-year 9.30%.

SCSRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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