SCRLX Mutual Fund

SCRLX Mutual Fund

NAV$91.28
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Returns Overview

1 Month
+3.37%
3 Months
+4.89%
6 Months
+12.20%
YTD
+10.45%
1 Year
+16.86%
3 Years (annualized)
+19.12%
5 Years (annualized)
+11.17%
10 Years (annualized)
+15.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCRLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.45%
Peer Avg (YTD)
+11.21%
vs Peers
-0.77%

SCRLX Mutual Fund Performance

SCRLX performance across multiple time periods: 1-month 3.37%, YTD 10.45%, 1-year 16.86%, 3-year 19.12%, 5-year 11.17%, 10-year 15.48%.

SCRLX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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