SCUPX Mutual Fund

SCUPX Mutual Fund

NAV$12.63
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Returns Overview

1 Month
-2.17%
3 Months
-2.27%
6 Months
+0.50%
YTD
+0.83%
1 Year
+1.81%
3 Years (annualized)
+7.28%
5 Years (annualized)
+1.89%
10 Years (annualized)
+3.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCUPX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+2.46%
vs Peers
-1.63%

SCUPX Mutual Fund Performance

SCUPX performance across multiple time periods: 1-month -2.17%, YTD 0.83%, 1-year 1.81%, 3-year 7.28%, 5-year 1.89%, 10-year 3.55%.

SCUPX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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