SCMSX Mutual Fund

SCMSX Mutual Fund

NAV$14.70
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Returns Overview

1 Month
+1.69%
3 Months
+1.65%
6 Months
+3.78%
YTD
+8.62%
1 Year
+13.87%
3 Years (annualized)
+12.39%
5 Years (annualized)
+4.50%
10 Years (annualized)
+6.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCMSX 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 500 Index Total Return
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+3.78%
vs Peers
+4.84%

SCMSX Mutual Fund Performance

SCMSX performance across multiple time periods: 1-month 1.69%, YTD 8.62%, 1-year 13.87%, 3-year 12.39%, 5-year 4.50%, 10-year 6.11%.

SCMSX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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