SCPEX Mutual Fund

NAV$29.30

Returns Overview

1 Month
+0.26%
3 Months
+0.64%
6 Months
+0.78%
YTD
+0.85%
1 Year
+3.66%
3 Years (annualized)
+3.32%
5 Years (annualized)
-0.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCPEX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+1.76%
vs Peers
-0.91%

SCPEX Mutual Fund Performance

SCPEX performance across multiple time periods: 1-month 0.26%, YTD 0.85%, 1-year 3.66%, 3-year 3.32%, 5-year -0.53%.

SCPEX returns trail the peer average of 1.76% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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