SCPEX Mutual Fund

SCPEX Mutual Fund

NAV$28.16
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Returns Overview

1 Month
+0.20%
3 Months
-1.05%
6 Months
-2.49%
YTD
-0.48%
1 Year
+1.42%
3 Years (annualized)
+3.18%
5 Years (annualized)
-0.81%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCPEX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.48%
Peer Avg (YTD)
+0.56%
vs Peers
-1.04%

SCPEX Mutual Fund Performance

SCPEX performance across multiple time periods: 1-month 0.20%, YTD -0.48%, 1-year 1.42%, 3-year 3.18%, 5-year -0.81%, 10-year 1.48%.

SCPEX returns trail the peer average of 0.56% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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