SCUIX Mutual Fund

NAV$35.38

Returns Overview

1 Month
+5.21%
3 Months
+18.80%
6 Months
+20.03%
YTD
+19.42%
1 Year
+47.92%
3 Years (annualized)
+17.79%
5 Years (annualized)
+8.52%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCUIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.42%
Peer Avg (YTD)
+18.52%
vs Peers
+0.89%

SCUIX Mutual Fund Performance

SCUIX performance across multiple time periods: 1-month 5.21%, YTD 19.42%, 1-year 47.92%, 3-year 17.79%, 5-year 8.52%, 10-year 11.30%.

SCUIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

SCUIX performance comparison shows side-by-side returns with another fund. SCUIX alternatives are available in the Mutual Fund Screener.