SCIPX Mutual Fund

SCIPX Mutual Fund

NAV$13.16
See how much of SCIPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.38%
3 Months
+1.41%
6 Months
+2.95%
YTD
+4.18%
1 Year
+9.52%
3 Years (annualized)
+8.74%
5 Years (annualized)
+3.30%
10 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCIPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.18%
Peer Avg (YTD)
+3.39%
vs Peers
+0.79%

SCIPX Mutual Fund Performance

SCIPX performance across multiple time periods: 1-month -0.38%, YTD 4.18%, 1-year 9.52%, 3-year 8.74%, 5-year 3.30%, 10-year 5.06%.

SCIPX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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