SCORX Mutual Fund

NAV$19.56

Returns Overview

1 Month
-0.85%
3 Months
+6.81%
6 Months
+7.61%
YTD
+6.98%
1 Year
+15.36%
3 Years (annualized)
+11.96%
5 Years (annualized)
+7.08%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCORX 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
Bloomberg Developed Markets Large & Mid Cap Total Return Index
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+5.87%
vs Peers
+1.11%

SCORX Mutual Fund Performance

SCORX performance across multiple time periods: 1-month -0.85%, YTD 6.98%, 1-year 15.36%, 3-year 11.96%, 5-year 7.08%, 10-year 7.63%.

SCORX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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