SCCVX Mutual Fund

SCCVX Mutual Fund

NAV$16.26
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Returns Overview

1 Month
-1.44%
3 Months
+8.01%
6 Months
+16.49%
YTD
+25.17%
1 Year
+31.57%
3 Years (annualized)
+11.78%
5 Years (annualized)
+5.35%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCCVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+25.17%
Peer Avg (YTD)
+15.31%
vs Peers
+9.86%

SCCVX Mutual Fund Performance

SCCVX performance across multiple time periods: 1-month -1.44%, YTD 25.17%, 1-year 31.57%, 3-year 11.78%, 5-year 5.35%, 10-year 7.69%.

SCCVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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