SCATX Mutual Fund

SCATX Mutual Fund

NAV$68.17
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Returns Overview

1 Month
+6.32%
3 Months
-2.05%
6 Months
+13.67%
YTD
+4.68%
1 Year
+3.79%
3 Years (annualized)
+18.96%
5 Years (annualized)
+0.48%
10 Years (annualized)
+16.50%

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
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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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+4.68%
Peer Avg (YTD)
+14.35%
vs Peers
-9.67%

SCATX Mutual Fund Performance

SCATX performance across multiple time periods: 1-month 6.32%, YTD 4.68%, 1-year 3.79%, 3-year 18.96%, 5-year 0.48%, 10-year 16.50%.

SCATX returns trail the peer average of 14.35% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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