SCBRX Mutual Fund

SCBRX Mutual Fund

NAV$8.42
See how much of SCBRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.50%
3 Months
-0.99%
6 Months
-1.06%
YTD
-0.77%
1 Year
+2.69%
3 Years (annualized)
+3.96%
5 Years (annualized)
-0.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCBRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-0.77%
Peer Avg (YTD)
+0.12%
vs Peers
-0.89%

SCBRX Mutual Fund Performance

SCBRX performance across multiple time periods: 1-month -1.50%, YTD -0.77%, 1-year 2.69%, 3-year 3.96%, 5-year -0.45%.

SCBRX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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