SCORX Mutual Fund

SCORX Mutual Fund

NAV$19.66
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Returns Overview

1 Month
-2.50%
3 Months
-2.11%
6 Months
+4.56%
YTD
+4.72%
1 Year
+5.57%
3 Years (annualized)
+12.04%
5 Years (annualized)
+6.78%
10 Years (annualized)
+7.87%

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
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📉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
Bloomberg Developed Markets Large & Mid Cap Total Return Index
This Mutual Fund (YTD)
+4.72%
Peer Avg (YTD)
+4.96%
vs Peers
-0.24%

SCORX Mutual Fund Performance

SCORX performance across multiple time periods: 1-month -2.50%, YTD 4.72%, 1-year 5.57%, 3-year 12.04%, 5-year 6.78%, 10-year 7.87%.

SCORX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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