SCURX Mutual Fund

SCURX Mutual Fund

NAV$34.61
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Returns Overview

1 Month
+1.92%
3 Months
+4.86%
6 Months
+10.67%
YTD
+19.11%
1 Year
+25.33%
3 Years (annualized)
+17.76%
5 Years (annualized)
+10.98%
10 Years (annualized)
+12.00%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.11%
Peer Avg (YTD)
+15.20%
vs Peers
+3.92%

SCURX Mutual Fund Performance

SCURX performance across multiple time periods: 1-month 1.92%, YTD 19.11%, 1-year 25.33%, 3-year 17.76%, 5-year 10.98%, 10-year 12.00%.

SCURX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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