SCETX Mutual Fund

SCETX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
+3.17%
3 Months
-4.04%
6 Months
-0.25%
YTD
+12.67%
1 Year
+17.03%
3 Years (annualized)
+13.63%
5 Years (annualized)
+5.97%
10 Years (annualized)
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCETX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.67%
Peer Avg (YTD)
+12.21%
vs Peers
+0.46%

SCETX Mutual Fund Performance

SCETX performance across multiple time periods: 1-month 3.17%, YTD 12.67%, 1-year 17.03%, 3-year 13.63%, 5-year 5.97%, 10-year 7.16%.

SCETX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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