SCSIX Mutual Fund

SCSIX Mutual Fund

NAV$44.81
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Returns Overview

1 Month
-2.86%
3 Months
+4.44%
6 Months
+14.23%
YTD
+21.48%
1 Year
+29.63%
3 Years (annualized)
+17.09%
5 Years (annualized)
+11.08%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCSIX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+21.48%
Peer Avg (YTD)
+15.31%
vs Peers
+6.17%

SCSIX Mutual Fund Performance

SCSIX performance across multiple time periods: 1-month -2.86%, YTD 21.48%, 1-year 29.63%, 3-year 17.09%, 5-year 11.08%, 10-year 11.22%.

SCSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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