SCETX Mutual Fund

NAV$9.20

Returns Overview

1 Month
-2.44%
3 Months
+4.19%
6 Months
+10.58%
YTD
+17.95%
1 Year
+33.66%
3 Years (annualized)
+14.08%
5 Years (annualized)
+8.76%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCETX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.95%
Peer Avg (YTD)
+18.52%
vs Peers
-0.58%

SCETX Mutual Fund Performance

SCETX performance across multiple time periods: 1-month -2.44%, YTD 17.95%, 1-year 33.66%, 3-year 14.08%, 5-year 8.76%, 10-year 8.67%.

SCETX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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