SCIUX Mutual Fund

NAV$12.85

Returns Overview

1 Month
-0.51%
3 Months
+10.24%
6 Months
+6.91%
YTD
+6.73%
1 Year
+17.28%
3 Years (annualized)
+16.33%
5 Years (annualized)
+10.24%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCIUX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+6.73%
Peer Avg (YTD)
+8.36%
vs Peers
-1.62%

SCIUX Mutual Fund Performance

SCIUX performance across multiple time periods: 1-month -0.51%, YTD 6.73%, 1-year 17.28%, 3-year 16.33%, 5-year 10.24%, 10-year 8.17%.

SCIUX returns trail the peer average of 8.36% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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