SCHLX Mutual Fund

SCHLX Mutual Fund

NAV$46.46
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Returns Overview

1 Month
+1.48%
3 Months
+9.16%
6 Months
+0.92%
YTD
+0.37%
1 Year
+18.72%
3 Years (annualized)
+6.66%
5 Years (annualized)
+3.77%
10 Years (annualized)
+7.08%

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
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📉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
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+6.74%
vs Peers
-6.38%

SCHLX Mutual Fund Performance

SCHLX performance across multiple time periods: 1-month 1.48%, YTD 0.37%, 1-year 18.72%, 3-year 6.66%, 5-year 3.77%, 10-year 7.08%.

SCHLX returns trail the peer average of 6.74% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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