SCRSX Mutual Fund

SCRSX Mutual Fund

NAV$13.33
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Returns Overview

1 Month
-2.32%
3 Months
+6.75%
6 Months
+14.10%
YTD
+19.08%
1 Year
+29.69%
3 Years (annualized)
+13.15%
5 Years (annualized)
+7.52%
10 Years (annualized)
+9.31%

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)
+19.08%
Peer Avg (YTD)
+15.31%
vs Peers
+3.76%

SCRSX Mutual Fund Performance

SCRSX performance across multiple time periods: 1-month -2.32%, YTD 19.08%, 1-year 29.69%, 3-year 13.15%, 5-year 7.52%, 10-year 9.31%.

SCRSX returns outperform the peer average of 15.31% 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.