SCHLX Mutual Fund

NAV$41.31

Returns Overview

1 Month
+1.98%
3 Months
-0.16%
6 Months
+14.31%
YTD
+1.42%
1 Year
+6.54%
3 Years
+7.80%
5 Years
+5.39%
10 Years
+8.63%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SCHLX 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
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+1.55%
vs Peers
-0.12%

SCHLX Mutual Fund Performance

SCHLX performance across multiple time periods: 1-month 1.98%, YTD 1.42%, 1-year 6.54%, 3-year 7.80%, 5-year 5.39%, 10-year 8.63%.

SCHLX returns trail the peer average of 1.55% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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