SCRZX Mutual Fund

SCRZX Mutual Fund

NAV$14.47
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Returns Overview

1 Month
+6.08%
3 Months
+21.37%
6 Months
+22.62%
YTD
+21.99%
1 Year
+34.22%
3 Years (annualized)
+16.09%
5 Years (annualized)
+7.91%
10 Years (annualized)
+10.40%

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
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)
+21.99%
Peer Avg (YTD)
+18.52%
vs Peers
+3.47%

SCRZX Mutual Fund Performance

SCRZX performance across multiple time periods: 1-month 6.08%, YTD 21.99%, 1-year 34.22%, 3-year 16.09%, 5-year 7.91%, 10-year 10.40%.

SCRZX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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