SCCVX Mutual Fund

SCCVX Mutual Fund

NAV$15.86
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Returns Overview

1 Month
+4.63%
3 Months
-5.29%
6 Months
+2.30%
YTD
+18.56%
1 Year
+20.99%
3 Years (annualized)
+16.01%
5 Years (annualized)
+3.08%
10 Years (annualized)
+7.08%

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)
+18.56%
Peer Avg (YTD)
+12.21%
vs Peers
+6.35%

SCCVX Mutual Fund Performance

SCCVX performance across multiple time periods: 1-month 4.63%, YTD 18.56%, 1-year 20.99%, 3-year 16.01%, 5-year 3.08%, 10-year 7.08%.

SCCVX returns outperform the peer average of 12.21% 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.