SCIEX Mutual Fund

SCIEX Mutual Fund

NAV$24.31
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Returns Overview

1 Month
+1.45%
3 Months
+7.08%
6 Months
+7.12%
YTD
+9.90%
1 Year
+20.66%
3 Years (annualized)
+14.88%
5 Years (annualized)
+7.68%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCIEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+9.42%
vs Peers
+0.48%

SCIEX Mutual Fund Performance

SCIEX performance across multiple time periods: 1-month 1.45%, YTD 9.90%, 1-year 20.66%, 3-year 14.88%, 5-year 7.68%, 10-year 10.63%.

SCIEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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