SCATX Mutual Fund

SCATX Mutual Fund

NAV$64.22
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Returns Overview

1 Month
-6.86%
3 Months
+1.88%
6 Months
+0.37%
YTD
-1.54%
1 Year
-2.62%
3 Years (annualized)
+14.92%
5 Years (annualized)
+0.00%
10 Years (annualized)
+15.93%

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)
-1.54%
Peer Avg (YTD)
+11.56%
vs Peers
-13.09%

SCATX Mutual Fund Performance

SCATX performance across multiple time periods: 1-month -6.86%, YTD -1.54%, 1-year -2.62%, 3-year 14.92%, 5-year 0.00%, 10-year 15.93%.

SCATX returns trail the peer average of 11.56% 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.