SCIII Mutual Fund

SCIII Mutual Fund

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Returns Overview

1 Month
-5.76%
3 Months
+1.42%
6 Months
+12.34%
YTD
+15.66%
1 Year
+10.90%
3 Years (annualized)
+8.45%
5 Years (annualized)
-8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCIII 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
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📉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 2500 Index(^R25I)
This Mutual Fund (YTD)
+15.66%
Peer Avg (YTD)
+9.54%
vs Peers
+6.12%

SCIII Mutual Fund Performance

SCIII performance across multiple time periods: 1-month -5.76%, YTD 15.66%, 1-year 10.90%, 3-year 8.45%, 5-year -8.16%.

SCIII returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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