SCREX Mutual Fund

SCREX Mutual Fund

NAV$36.44
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Returns Overview

1 Month
-5.16%
3 Months
-5.24%
6 Months
+4.72%
YTD
+7.15%
1 Year
+5.97%
3 Years (annualized)
+8.48%
5 Years (annualized)
+1.29%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCREX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+4.73%
vs Peers
+2.42%

SCREX Mutual Fund Performance

SCREX performance across multiple time periods: 1-month -5.16%, YTD 7.15%, 1-year 5.97%, 3-year 8.48%, 5-year 1.29%, 10-year 5.85%.

SCREX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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