SCSAX Mutual Fund

SCSAX Mutual Fund

NAV$19.39
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Returns Overview

1 Month
-0.78%
3 Months
+1.54%
6 Months
+9.41%
YTD
+13.79%
1 Year
+15.16%
3 Years (annualized)
+11.00%
5 Years (annualized)
+5.02%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCSAX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+13.79%
Peer Avg (YTD)
+9.89%
vs Peers
+3.90%

SCSAX Mutual Fund Performance

SCSAX performance across multiple time periods: 1-month -0.78%, YTD 13.79%, 1-year 15.16%, 3-year 11.00%, 5-year 5.02%, 10-year 9.46%.

SCSAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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