SCRSX

Mutual fund

$13.04 +$0.06 (+0.46%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $11.36High $14.62

Has SCRSX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCRSX returned +14.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCRSX
+14.8%
S&P 500
+16.6%
Largest decline 
SCRSX
11.2%
S&P 500
8.9%
Risk-adjusted return 
SCRSX
0.67
S&P 500
0.97
Downside risk-adjusted return 
SCRSX
1.00
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

PeriodSCRSXS&P 500
1 month -3.6% +0.6%
3 months -8.0% +3.4%
Year to date +12.1% +13.3%
1 year +14.8% +16.6%
3 years (annualized) +15.8% +23.1%

Volatility (1-year, annualized): 17.2% · Largest decline (max drawdown, since Oct 2021): 29.4%

How are your investments doing?

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