SCRLX Mutual Fund

NAV$90.69

Returns Overview

1 Month
-2.43%
3 Months
+10.84%
6 Months
+2.75%
YTD
+2.74%
1 Year
+15.10%
3 Years (annualized)
+16.59%
5 Years (annualized)
+10.69%
10 Years (annualized)
+15.11%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.74%
Peer Avg (YTD)
+9.51%
vs Peers
-6.77%

SCRLX Mutual Fund Performance

SCRLX performance across multiple time periods: 1-month -2.43%, YTD 2.74%, 1-year 15.10%, 3-year 16.59%, 5-year 10.69%, 10-year 15.11%.

SCRLX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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