SCORX Mutual Fund

SCORX Mutual Fund

NAV$20.17
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Returns Overview

1 Month
-1.86%
3 Months
+0.26%
6 Months
+2.84%
YTD
+4.99%
1 Year
+11.89%
3 Years (annualized)
+10.78%
5 Years (annualized)
+6.44%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCORX 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
Bloomberg Developed Markets Large & Mid Cap Total Return Index
This Mutual Fund (YTD)
+4.99%
Peer Avg (YTD)
+5.54%
vs Peers
-0.55%

SCORX Mutual Fund Performance

SCORX performance across multiple time periods: 1-month -1.86%, YTD 4.99%, 1-year 11.89%, 3-year 10.78%, 5-year 6.44%, 10-year 7.17%.

SCORX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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