SCOBX Mutual Fund

NAV$48.56

Returns Overview

1 Month
+0.50%
3 Months
+13.68%
6 Months
+8.33%
YTD
+7.54%
1 Year
+12.75%
3 Years (annualized)
+13.22%
5 Years (annualized)
+3.41%
10 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCOBX 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
Morgan Stanley Capital International MSCI All Country World ex USA Index
This Mutual Fund (YTD)
+7.54%
Peer Avg (YTD)
+8.97%
vs Peers
-1.43%

SCOBX Mutual Fund Performance

SCOBX performance across multiple time periods: 1-month 0.50%, YTD 7.54%, 1-year 12.75%, 3-year 13.22%, 5-year 3.41%, 10-year 7.94%.

SCOBX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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