SCREX Mutual Fund

SCREX Mutual Fund

NAV$37.79
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Returns Overview

1 Month
+3.53%
3 Months
-4.73%
6 Months
-0.42%
YTD
+10.93%
1 Year
+11.74%
3 Years (annualized)
+11.67%
5 Years (annualized)
+0.94%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCREX 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 US 3000 Index
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+7.23%
vs Peers
+3.71%

SCREX Mutual Fund Performance

SCREX performance across multiple time periods: 1-month 3.53%, YTD 10.93%, 1-year 11.74%, 3-year 11.67%, 5-year 0.94%, 10-year 5.85%.

SCREX returns outperform the peer average of 7.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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