SCRUX Mutual Fund

SCRUX Mutual Fund

NAV$12.65
See how much of SCRUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.29%
3 Months
+3.28%
6 Months
+5.71%
YTD
+6.88%
1 Year
+15.21%
3 Years (annualized)
+15.00%
5 Years (annualized)
+9.44%
10 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCRUX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+6.88%
Peer Avg (YTD)
+8.69%
vs Peers
-1.81%

SCRUX Mutual Fund Performance

SCRUX performance across multiple time periods: 1-month 0.29%, YTD 6.88%, 1-year 15.21%, 3-year 15.00%, 5-year 9.44%, 10-year 7.23%.

SCRUX returns trail the peer average of 8.69% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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