SCWCX Mutual Fund

SCWCX Mutual Fund

NAV$66.63
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Returns Overview

1 Month
-6.04%
3 Months
+0.12%
6 Months
+6.18%
YTD
+8.91%
1 Year
+16.54%
3 Years (annualized)
+8.89%
5 Years (annualized)
+0.49%
10 Years (annualized)
+8.54%

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)
+8.91%
Peer Avg (YTD)
+8.67%
vs Peers
+0.24%

SCWCX Mutual Fund Performance

SCWCX performance across multiple time periods: 1-month -6.04%, YTD 8.91%, 1-year 16.54%, 3-year 8.89%, 5-year 0.49%, 10-year 8.54%.

SCWCX returns outperform the peer average of 8.67% 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.