SCPIX

Mutual fund

$60.12 +$0.24 (+0.40%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $50.12High $61.12

Has SCPIX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCPIX returned +14.6%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCPIX
+14.6%
S&P 500
+16.6%
Largest decline 
SCPIX
9.2%
S&P 500
8.9%
Risk-adjusted return 
SCPIX
0.82
S&P 500
0.98
Downside risk-adjusted return 
SCPIX
1.19
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

PeriodSCPIXS&P 500
1 month +0.6% +0.6%
3 months +3.3% +3.4%
Year to date +11.4% +13.3%
1 year +14.6% +16.6%
3 years (annualized) +22.1% +23.1%

Volatility (1-year, annualized): 13.0% · Largest decline (max drawdown, since Oct 2021): 24.7%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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