SCIII Mutual Fund

SCIII Mutual Fund

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Returns Overview

1 Month
+1.40%
3 Months
-1.13%
6 Months
+10.83%
YTD
+17.29%
1 Year
+6.88%
3 Years (annualized)
+10.12%
5 Years (annualized)
-8.20%

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)
+17.29%
Peer Avg (YTD)
+9.89%
vs Peers
+7.40%

SCIII Mutual Fund Performance

SCIII performance across multiple time periods: 1-month 1.40%, YTD 17.29%, 1-year 6.88%, 3-year 10.12%, 5-year -8.20%.

SCIII returns outperform the peer average of 9.89% 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.