SCMGX Mutual Fund

NAV$23.73

Returns Overview

1 Month
+1.82%
3 Months
+21.24%
6 Months
+3.93%
YTD
+4.11%
1 Year
+0.42%
3 Years (annualized)
+12.78%
5 Years (annualized)
+2.04%
10 Years (annualized)
+12.97%

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
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 Index(MSEUACWF)
This Mutual Fund (YTD)
+4.11%
Peer Avg (YTD)
+8.97%
vs Peers
-4.87%

SCMGX Mutual Fund Performance

SCMGX performance across multiple time periods: 1-month 1.82%, YTD 4.11%, 1-year 0.42%, 3-year 12.78%, 5-year 2.04%, 10-year 12.97%.

SCMGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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