SCRUX Mutual Fund

NAV$12.74

Returns Overview

1 Month
-0.57%
3 Months
+10.18%
6 Months
+6.74%
YTD
+6.56%
1 Year
+16.86%
3 Years (annualized)
+15.75%
5 Years (annualized)
+9.67%
10 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCRUX 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)
+6.56%
Peer Avg (YTD)
+8.36%
vs Peers
-1.79%

SCRUX Mutual Fund Performance

SCRUX performance across multiple time periods: 1-month -0.57%, YTD 6.56%, 1-year 16.86%, 3-year 15.75%, 5-year 9.67%, 10-year 7.51%.

SCRUX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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