SCOMX

Mutual fund

$9.57 +$0.04 (+0.42%) NAV as of Oct 19, 2026

Prices on SharpeShare since Dec 27, 2024

52-week range

Low $8.55High $11.14

Has SCOMX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCOMX returned +15.0%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCOMX
+15.0%
S&P 500
+16.6%
Largest decline 
SCOMX
10.4%
S&P 500
8.9%
Risk-adjusted return 
SCOMX
0.66
S&P 500
0.98
Downside risk-adjusted return 
SCOMX
1.01
S&P 500
1.44

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

PeriodSCOMXS&P 500
1 month -2.4% +0.6%
3 months -3.9% +3.4%
Year to date +11.3% +13.3%
1 year +15.0% +16.6%

Volatility (1-year, annualized): 17.8% · Largest decline (max drawdown, since Dec 2024): 25.7%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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