SCECX Mutual Fund

SCECX Mutual Fund

NAV$14.70
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Returns Overview

1 Month
-2.49%
3 Months
+3.72%
6 Months
+10.86%
YTD
+15.81%
1 Year
+23.69%
3 Years (annualized)
+11.73%
5 Years (annualized)
+7.32%
10 Years (annualized)
+9.61%

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)
+15.81%
Peer Avg (YTD)
+9.54%
vs Peers
+6.27%

SCECX Mutual Fund Performance

SCECX performance across multiple time periods: 1-month -2.49%, YTD 15.81%, 1-year 23.69%, 3-year 11.73%, 5-year 7.32%, 10-year 9.61%.

SCECX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.64%, 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.