SCMGX Mutual Fund

SCMGX Mutual Fund

NAV$23.98
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Returns Overview

1 Month
+4.21%
3 Months
+1.39%
6 Months
+10.35%
YTD
+3.67%
1 Year
+1.71%
3 Years (annualized)
+13.58%
5 Years (annualized)
-1.74%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCMGX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.67%
Peer Avg (YTD)
+8.51%
vs Peers
-4.84%

SCMGX Mutual Fund Performance

SCMGX performance across multiple time periods: 1-month 4.21%, YTD 3.67%, 1-year 1.71%, 3-year 13.58%, 5-year -1.74%, 10-year 10.26%.

SCMGX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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