SCMVX Mutual Fund

Returns Overview

1 Month
-3.50%
3 Months
+8.85%
6 Months
-27.21%
YTD
-36.72%
1 Year
-29.20%
3 Years (annualized)
-19.10%
5 Years (annualized)
-4.27%
10 Years (annualized)
+0.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCMVX 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
Russell 2000 Value Index(^RUJ)

SCMVX Mutual Fund Performance

SCMVX performance across multiple time periods: 1-month -3.50%, YTD -36.72%, 1-year -29.20%, 3-year -19.10%, 5-year -4.27%, 10-year 0.27%.

SCMVX returns can be compared against peers and benchmarks. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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