SCSPX Mutual Fund

SCSPX Mutual Fund

NAV$8.71
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Returns Overview

1 Month
-2.56%
3 Months
-3.40%
6 Months
-2.66%
YTD
-2.47%
1 Year
-1.42%
3 Years (annualized)
+4.52%
5 Years (annualized)
+0.80%
10 Years (annualized)
+1.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCSPX 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 MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-2.47%
Peer Avg (YTD)
+0.50%
vs Peers
-2.97%

SCSPX Mutual Fund Performance

SCSPX performance across multiple time periods: 1-month -2.56%, YTD -2.47%, 1-year -1.42%, 3-year 4.52%, 5-year 0.80%, 10-year 1.89%.

SCSPX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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