SCPAX Mutual Fund

SCPAX Mutual Fund

NAV$12.48
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Returns Overview

1 Month
-1.14%
3 Months
+2.70%
6 Months
+16.76%
YTD
+13.29%
1 Year
+17.64%
3 Years (annualized)
+21.94%
5 Years (annualized)
+13.54%
10 Years (annualized)
+14.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCPAX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.29%
Peer Avg (YTD)
+9.91%
vs Peers
+3.38%

SCPAX Mutual Fund Performance

SCPAX performance across multiple time periods: 1-month -1.14%, YTD 13.29%, 1-year 17.64%, 3-year 21.94%, 5-year 13.54%, 10-year 14.30%.

SCPAX returns outperform the peer average of 9.91% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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