SCATX Mutual Fund

NAV$65.94

Returns Overview

1 Month
-1.09%
3 Months
+23.47%
6 Months
+5.36%
YTD
+5.71%
1 Year
+3.53%
3 Years (annualized)
+19.87%
5 Years (annualized)
+1.04%
10 Years (annualized)
+17.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCATX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+5.71%
Peer Avg (YTD)
+16.06%
vs Peers
-10.35%

SCATX Mutual Fund Performance

SCATX performance across multiple time periods: 1-month -1.09%, YTD 5.71%, 1-year 3.53%, 3-year 19.87%, 5-year 1.04%, 10-year 17.75%.

SCATX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

SCATX performance comparison shows side-by-side returns with another fund. SCATX alternatives are available in the Mutual Fund Screener.