SCIZX Mutual Fund

NAV$7.85

Returns Overview

1 Month
-0.76%
3 Months
+6.97%
6 Months
-3.73%
YTD
-3.98%
1 Year
-5.05%
3 Years (annualized)
+7.21%
5 Years (annualized)
+2.95%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCIZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-3.98%
Peer Avg (YTD)
+8.97%
vs Peers
-12.95%

SCIZX Mutual Fund Performance

SCIZX performance across multiple time periods: 1-month -0.76%, YTD -3.98%, 1-year -5.05%, 3-year 7.21%, 5-year 2.95%, 10-year 8.91%.

SCIZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

SCIZX performance comparison shows side-by-side returns with another fund. SCIZX alternatives are available in the Mutual Fund Screener.