SCMIX Mutual Fund

SCMIX Mutual Fund

NAV$315.55
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Returns Overview

1 Month
+4.36%
3 Months
+1.72%
6 Months
+38.31%
YTD
+52.88%
1 Year
+81.97%
3 Years (annualized)
+47.78%
5 Years (annualized)
+26.72%
10 Years (annualized)
+28.18%

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
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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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+52.88%
Peer Avg (YTD)
+14.35%
vs Peers
+38.53%

SCMIX Mutual Fund Performance

SCMIX performance across multiple time periods: 1-month 4.36%, YTD 52.88%, 1-year 81.97%, 3-year 47.78%, 5-year 26.72%, 10-year 28.18%.

SCMIX returns outperform the peer average of 14.35% 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.