SCRZX

Mutual fund

$13.10 +$0.06 (+0.46%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $11.41High $14.68

Has SCRZX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCRZX returned +14.9%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCRZX
+14.9%
S&P 500
+16.6%
Largest decline 
SCRZX
11.2%
S&P 500
8.9%
Risk-adjusted return 
SCRZX
0.67
S&P 500
0.97
Downside risk-adjusted return 
SCRZX
1.01
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

PeriodSCRZXS&P 500
1 month -3.5% +0.6%
3 months -7.9% +3.4%
Year to date +12.3% +13.3%
1 year +14.9% +16.6%
3 years (annualized) +16.0% +23.1%

Volatility (1-year, annualized): 17.1% · Largest decline (max drawdown, since Oct 2021): 29.3%

How are your investments doing?

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