SCCVX

Mutual fund

$14.95 -$0.07 (-0.47%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.87High $16.89

Has SCCVX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCCVX returned +16.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCCVX
+16.3%
S&P 500
+16.6%
Largest decline 
SCCVX
12.1%
S&P 500
8.9%
Risk-adjusted return 
SCCVX
0.82
S&P 500
0.97
Downside risk-adjusted return 
SCCVX
1.27
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSCCVXS&P 500
1 month -3.1% +0.6%
3 months -10.4% +3.4%
Year to date +14.3% +13.3%
1 year +16.3% +16.6%
3 years (annualized) +13.4% +23.1%

Volatility (1-year, annualized): 15.0% · Largest decline (max drawdown, since Oct 2021): 30.4%

How are your investments doing?

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