SCWCX Mutual Fund

SCWCX Mutual Fund

NAV$64.47
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Returns Overview

1 Month
-2.19%
3 Months
-5.63%
6 Months
+11.74%
YTD
+9.38%
1 Year
+12.72%
3 Years (annualized)
+11.31%
5 Years (annualized)
+0.25%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCWCX 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 All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+9.38%
Peer Avg (YTD)
+7.86%
vs Peers
+1.52%

SCWCX Mutual Fund Performance

SCWCX performance across multiple time periods: 1-month -2.19%, YTD 9.38%, 1-year 12.72%, 3-year 11.31%, 5-year 0.25%, 10-year 8.75%.

SCWCX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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