SCPEX

Mutual fund

$28.43 -$0.10 (-0.35%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $28.06High $30.46

Has SCPEX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCPEX returned -2.9%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCPEX
-2.9%
S&P 500
+16.6%
Largest decline 
SCPEX
5.8%
S&P 500
8.9%
Risk-adjusted return 
SCPEX
-1.51
S&P 500
0.97
Downside risk-adjusted return 
SCPEX
-1.94
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSCPEXS&P 500
1 month -0.6% +0.6%
3 months -2.9% +3.4%
Year to date -2.7% +13.3%
1 year -2.9% +16.6%
3 years (annualized) +5.0% +23.1%

Volatility (1-year, annualized): 4.4% · Largest decline (max drawdown, since Oct 2021): 18.0%

How are your investments doing?

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