SCUPX Mutual Fund

SCUPX Mutual Fund

NAV$12.87
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Returns Overview

1 Month
-0.63%
3 Months
+0.67%
6 Months
+1.36%
YTD
+2.36%
1 Year
+6.76%
3 Years (annualized)
+6.73%
5 Years (annualized)
+1.89%
10 Years (annualized)
+3.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCUPX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.36%
Peer Avg (YTD)
+3.39%
vs Peers
-1.02%

SCUPX Mutual Fund Performance

SCUPX performance across multiple time periods: 1-month -0.63%, YTD 2.36%, 1-year 6.76%, 3-year 6.73%, 5-year 1.89%, 10-year 3.52%.

SCUPX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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