SCECX Mutual Fund

NAV$14.85

Returns Overview

1 Month
+4.79%
3 Months
+15.72%
6 Months
+18.77%
YTD
+17.46%
1 Year
+28.56%
3 Years (annualized)
+14.40%
5 Years (annualized)
+7.79%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCECX 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
S&P 1000 Total Return Index(^SP1000TR:SP)
This Mutual Fund (YTD)
+17.46%
Peer Avg (YTD)
+10.82%
vs Peers
+6.64%

SCECX Mutual Fund Performance

SCECX performance across multiple time periods: 1-month 4.79%, YTD 17.46%, 1-year 28.56%, 3-year 14.40%, 5-year 7.79%, 10-year 10.45%.

SCECX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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