SCHLX Mutual Fund

NAV$44.30

Returns Overview

1 Month
+5.53%
3 Months
+6.47%
6 Months
-0.74%
YTD
-1.10%
1 Year
+13.61%
3 Years (annualized)
+4.45%
5 Years (annualized)
+3.14%
10 Years (annualized)
+7.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCHLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
-1.10%
Peer Avg (YTD)
+7.57%
vs Peers
-8.67%

SCHLX Mutual Fund Performance

SCHLX performance across multiple time periods: 1-month 5.53%, YTD -1.10%, 1-year 13.61%, 3-year 4.45%, 5-year 3.14%, 10-year 7.57%.

SCHLX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

SCHLX performance comparison shows side-by-side returns with another fund. SCHLX alternatives are available in the Mutual Fund Screener.