SCWCX Mutual Fund

SCWCX Mutual Fund

NAV$62.81
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Returns Overview

1 Month
-3.47%
3 Months
-3.05%
6 Months
-2.93%
YTD
+5.58%
1 Year
+8.20%
3 Years (annualized)
+13.70%
5 Years (annualized)
-0.74%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCWCX 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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+5.58%
Peer Avg (YTD)
+7.47%
vs Peers
-1.89%

SCWCX Mutual Fund Performance

SCWCX performance across multiple time periods: 1-month -3.47%, YTD 5.58%, 1-year 8.20%, 3-year 13.70%, 5-year -0.74%, 10-year 8.31%.

SCWCX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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