SCSMX Mutual Fund

SCSMX Mutual Fund

NAV$19.81
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Returns Overview

1 Month
-7.39%
3 Months
+0.36%
6 Months
+4.51%
YTD
+10.69%
1 Year
+15.82%
3 Years (annualized)
+6.53%
5 Years (annualized)
-1.14%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCSMX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.69%
Peer Avg (YTD)
+15.31%
vs Peers
-4.62%

SCSMX Mutual Fund Performance

SCSMX performance across multiple time periods: 1-month -7.39%, YTD 10.69%, 1-year 15.82%, 3-year 6.53%, 5-year -1.14%, 10-year 9.47%.

SCSMX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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