SCMAX

Mutual fund

$12.49 -$0.01 (-0.08%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.26High $13.31

Has SCMAX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCMAX returned -2.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCMAX
-2.1%
S&P 500
+16.6%
Largest decline 
SCMAX
6.8%
S&P 500
8.9%
Risk-adjusted return 
SCMAX
-1.65
S&P 500
0.98
Downside risk-adjusted return 
SCMAX
-2.09
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

PeriodSCMAXS&P 500
1 month -1.1% +0.6%
3 months -4.2% +3.4%
Year to date -2.7% +13.3%
1 year -2.1% +16.6%
3 years (annualized) +3.3% +23.1%

Volatility (1-year, annualized): 3.6% · Largest decline (max drawdown, since Oct 2021): 15.8%

How are your investments doing?

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