SCMIX Mutual Fund

NAV$296.33

Returns Overview

1 Month
-5.99%
3 Months
+35.97%
6 Months
+48.97%
YTD
+46.62%
1 Year
+120.36%
3 Years (annualized)
+51.21%
5 Years (annualized)
+28.26%
10 Years (annualized)
+29.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCMIX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+46.62%
Peer Avg (YTD)
+14.18%
vs Peers
+32.44%

SCMIX Mutual Fund Performance

SCMIX performance across multiple time periods: 1-month -5.99%, YTD 46.62%, 1-year 120.36%, 3-year 51.21%, 5-year 28.26%, 10-year 29.07%.

SCMIX returns outperform the peer average of 14.18% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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