SCMIX Mutual Fund

SCMIX Mutual Fund

NAV$299.22
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Returns Overview

1 Month
-7.79%
3 Months
+7.83%
6 Months
+33.55%
YTD
+46.48%
1 Year
+81.74%
3 Years (annualized)
+39.77%
5 Years (annualized)
+23.84%
10 Years (annualized)
+26.80%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+46.48%
Peer Avg (YTD)
+11.56%
vs Peers
+34.92%

SCMIX Mutual Fund Performance

SCMIX performance across multiple time periods: 1-month -7.79%, YTD 46.48%, 1-year 81.74%, 3-year 39.77%, 5-year 23.84%, 10-year 26.80%.

SCMIX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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