SCURX Mutual Fund

NAV$35.71

Returns Overview

1 Month
+5.19%
3 Months
+18.84%
6 Months
+20.10%
YTD
+19.49%
1 Year
+47.98%
3 Years (annualized)
+17.92%
5 Years (annualized)
+11.00%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCURX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.49%
Peer Avg (YTD)
+18.52%
vs Peers
+0.96%

SCURX Mutual Fund Performance

SCURX performance across multiple time periods: 1-month 5.19%, YTD 19.49%, 1-year 47.98%, 3-year 17.92%, 5-year 11.00%, 10-year 12.62%.

SCURX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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