SCWFX Mutual Fund

SCWFX Mutual Fund

NAV$82.06
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Returns Overview

1 Month
-5.97%
3 Months
+0.29%
6 Months
+6.56%
YTD
+9.34%
1 Year
+17.36%
3 Years (annualized)
+9.66%
5 Years (annualized)
+1.20%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCWFX 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)
+9.34%
Peer Avg (YTD)
+8.67%
vs Peers
+0.67%

SCWFX Mutual Fund Performance

SCWFX performance across multiple time periods: 1-month -5.97%, YTD 9.34%, 1-year 17.36%, 3-year 9.66%, 5-year 1.20%, 10-year 9.33%.

SCWFX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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