SCREX Mutual Fund

NAV$38.73

Returns Overview

1 Month
+2.07%
3 Months
+10.51%
6 Months
+13.28%
YTD
+13.08%
1 Year
+12.58%
3 Years (annualized)
+8.79%
5 Years (annualized)
+3.89%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+13.08%
Peer Avg (YTD)
+11.24%
vs Peers
+1.83%

SCREX Mutual Fund Performance

SCREX performance across multiple time periods: 1-month 2.07%, YTD 13.08%, 1-year 12.58%, 3-year 8.79%, 5-year 3.89%.

SCREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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