SCCUX Mutual Fund

SCCUX Mutual Fund

NAV$12.65
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Returns Overview

1 Month
+1.54%
3 Months
+1.24%
6 Months
+7.54%
YTD
+8.25%
1 Year
+14.41%
3 Years (annualized)
+15.03%
5 Years (annualized)
+8.49%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCCUX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+8.25%
Peer Avg (YTD)
+11.40%
vs Peers
-3.16%

SCCUX Mutual Fund Performance

SCCUX performance across multiple time periods: 1-month 1.54%, YTD 8.25%, 1-year 14.41%, 3-year 15.03%, 5-year 8.49%, 10-year 7.05%.

SCCUX returns trail the peer average of 11.40% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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