SCIEX Mutual Fund

SCIEX Mutual Fund

NAV$23.19
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Returns Overview

1 Month
-0.69%
3 Months
-2.74%
6 Months
+4.15%
YTD
+6.89%
1 Year
+7.29%
3 Years (annualized)
+18.29%
5 Years (annualized)
+6.38%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCIEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.89%
Peer Avg (YTD)
+8.21%
vs Peers
-1.31%

SCIEX Mutual Fund Performance

SCIEX performance across multiple time periods: 1-month -0.69%, YTD 6.89%, 1-year 7.29%, 3-year 18.29%, 5-year 6.38%, 10-year 10.35%.

SCIEX returns trail the peer average of 8.21% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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