SCUPX Mutual Fund

NAV$12.90

Returns Overview

1 Month
+0.25%
3 Months
+3.79%
6 Months
+3.17%
YTD
+3.01%
1 Year
+7.62%
3 Years (annualized)
+7.26%
5 Years (annualized)
+2.19%
10 Years (annualized)
+3.74%

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
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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.01%
Peer Avg (YTD)
+4.14%
vs Peers
-1.13%

SCUPX Mutual Fund Performance

SCUPX performance across multiple time periods: 1-month 0.25%, YTD 3.01%, 1-year 7.62%, 3-year 7.26%, 5-year 2.19%, 10-year 3.74%.

SCUPX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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