SCRZX Mutual Fund

SCRZX Mutual Fund

NAV$14.13
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Returns Overview

1 Month
-2.31%
3 Months
+6.80%
6 Months
+14.22%
YTD
+19.18%
1 Year
+29.80%
3 Years (annualized)
+13.40%
5 Years (annualized)
+7.77%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCRZX 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
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📉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)
+19.18%
Peer Avg (YTD)
+15.31%
vs Peers
+3.87%

SCRZX Mutual Fund Performance

SCRZX performance across multiple time periods: 1-month -2.31%, YTD 19.18%, 1-year 29.80%, 3-year 13.40%, 5-year 7.77%, 10-year 9.58%.

SCRZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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