SCMBX

Mutual fund

$7.56 -$0.01 (-0.13%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $7.40High $8.11

Has SCMBX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCMBX returned -2.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCMBX
-2.4%
S&P 500
+16.6%
Largest decline 
SCMBX
7.4%
S&P 500
8.9%
Risk-adjusted return 
SCMBX
-1.52
S&P 500
0.98
Downside risk-adjusted return 
SCMBX
-1.95
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

PeriodSCMBXS&P 500
1 month -1.1% +0.6%
3 months -4.5% +3.4%
Year to date -2.8% +13.3%
1 year -2.4% +16.6%
3 years (annualized) +4.1% +23.1%

Volatility (1-year, annualized): 4.1% · Largest decline (max drawdown, since Oct 2021): 17.7%

How are your investments doing?

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