SCSRX Mutual Fund

SCSRX Mutual Fund

NAV$22.96
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Returns Overview

1 Month
-2.76%
3 Months
+6.79%
6 Months
+11.30%
YTD
+14.99%
1 Year
+19.21%
3 Years (annualized)
+8.84%
5 Years (annualized)
+4.80%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCSRX 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)
+14.99%
Peer Avg (YTD)
+9.54%
vs Peers
+5.45%

SCSRX Mutual Fund Performance

SCSRX performance across multiple time periods: 1-month -2.76%, YTD 14.99%, 1-year 19.21%, 3-year 8.84%, 5-year 4.80%, 10-year 10.09%.

SCSRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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