SCNUX Mutual Fund

SCNUX Mutual Fund

NAV$12.76
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Returns Overview

1 Month
+2.26%
3 Months
+2.03%
6 Months
+8.56%
YTD
+9.42%
1 Year
+15.94%
3 Years (annualized)
+16.36%
5 Years (annualized)
+9.73%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCNUX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+9.42%
Peer Avg (YTD)
+11.40%
vs Peers
-1.99%

SCNUX Mutual Fund Performance

SCNUX performance across multiple time periods: 1-month 2.26%, YTD 9.42%, 1-year 15.94%, 3-year 16.36%, 5-year 9.73%, 10-year 8.07%.

SCNUX returns trail the peer average of 11.40% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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