SCPWX Mutual Fund

SCPWX Mutual Fund

NAV$29.71
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Returns Overview

1 Month
-1.40%
3 Months
-0.81%
6 Months
-0.42%
YTD
-0.03%
1 Year
+3.50%
3 Years (annualized)
+3.90%
5 Years (annualized)
+0.18%
10 Years (annualized)
+2.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCPWX 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)
-0.03%
Peer Avg (YTD)
+1.04%
vs Peers
-1.07%

SCPWX Mutual Fund Performance

SCPWX performance across multiple time periods: 1-month -1.40%, YTD -0.03%, 1-year 3.50%, 3-year 3.90%, 5-year 0.18%, 10-year 2.63%.

SCPWX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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