SCRSX Mutual Fund

SCRSX Mutual Fund

NAV$13.57
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Returns Overview

1 Month
+2.80%
3 Months
-2.51%
6 Months
+4.06%
YTD
+16.08%
1 Year
+17.86%
3 Years (annualized)
+17.96%
5 Years (annualized)
+5.78%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCRSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.08%
Peer Avg (YTD)
+12.21%
vs Peers
+3.87%

SCRSX Mutual Fund Performance

SCRSX performance across multiple time periods: 1-month 2.80%, YTD 16.08%, 1-year 17.86%, 3-year 17.96%, 5-year 5.78%, 10-year 9.21%.

SCRSX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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