SCPAX Mutual Fund

NAV$12.43

Returns Overview

1 Month
-0.08%
3 Months
+13.70%
6 Months
+10.73%
YTD
+10.32%
1 Year
+22.79%
3 Years (annualized)
+22.02%
5 Years (annualized)
+14.31%
10 Years (annualized)
+14.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCPAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.32%
Peer Avg (YTD)
+9.51%
vs Peers
+0.81%

SCPAX Mutual Fund Performance

SCPAX performance across multiple time periods: 1-month -0.08%, YTD 10.32%, 1-year 22.79%, 3-year 22.02%, 5-year 14.31%, 10-year 14.59%.

SCPAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

SCPAX performance comparison shows side-by-side returns with another fund. SCPAX alternatives are available in the Mutual Fund Screener.