SCBCX Mutual Fund

SCBCX Mutual Fund

NAV$16.28
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Returns Overview

1 Month
-0.86%
3 Months
+2.27%
6 Months
+4.04%
YTD
+5.27%
1 Year
+11.80%
3 Years (annualized)
+10.33%
5 Years (annualized)
+5.04%
10 Years (annualized)
+6.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCBCX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.27%
Peer Avg (YTD)
+5.54%
vs Peers
-0.27%

SCBCX Mutual Fund Performance

SCBCX performance across multiple time periods: 1-month -0.86%, YTD 5.27%, 1-year 11.80%, 3-year 10.33%, 5-year 5.04%, 10-year 6.31%.

SCBCX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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