SCIZX Mutual Fund

SCIZX Mutual Fund

NAV$7.99
See how much of SCIZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.56%
3 Months
+4.01%
6 Months
+0.04%
YTD
-1.52%
1 Year
+0.73%
3 Years (annualized)
+0.51%
5 Years (annualized)
-0.54%
10 Years (annualized)
+6.60%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-1.52%
Peer Avg (YTD)
+6.23%
vs Peers
-7.75%

SCIZX Mutual Fund Performance

SCIZX performance across multiple time periods: 1-month 2.56%, YTD -1.52%, 1-year 0.73%, 3-year 0.51%, 5-year -0.54%, 10-year 6.60%.

SCIZX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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