SCECX Mutual Fund

SCECX Mutual Fund

NAV$14.19
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Returns Overview

1 Month
-0.21%
3 Months
+1.97%
6 Months
+7.03%
YTD
+15.58%
1 Year
+17.97%
3 Years (annualized)
+12.94%
5 Years (annualized)
+6.86%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCECX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 1000 Total Return Index(^SP1000TR:SP)
This Mutual Fund (YTD)
+15.58%
Peer Avg (YTD)
+9.89%
vs Peers
+5.69%

SCECX Mutual Fund Performance

SCECX performance across multiple time periods: 1-month -0.21%, YTD 15.58%, 1-year 17.97%, 3-year 12.94%, 5-year 6.86%, 10-year 9.53%.

SCECX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

SCECX vs another fund shows side-by-side returns. SCECX alternatives are available in the Mutual Fund Screener.