SCSDX Mutual Fund

SCSDX Mutual Fund

NAV$18.52
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Returns Overview

1 Month
+2.25%
3 Months
+6.20%
6 Months
+3.55%
YTD
+0.86%
1 Year
+4.19%
3 Years (annualized)
+9.67%
5 Years (annualized)
+10.30%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCSDX 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)
+0.86%
Peer Avg (YTD)
+6.89%
vs Peers
-6.03%

SCSDX Mutual Fund Performance

SCSDX performance across multiple time periods: 1-month 2.25%, YTD 0.86%, 1-year 4.19%, 3-year 9.67%, 5-year 10.30%, 10-year 8.95%.

SCSDX returns trail the peer average of 6.89% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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