SCPWX

Mutual fund

$28.82 -$0.09 (-0.31%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $28.43High $30.87

Has SCPWX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCPWX returned -1.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCPWX
-1.8%
S&P 500
+16.6%
Largest decline 
SCPWX
5.1%
S&P 500
8.9%
Risk-adjusted return 
SCPWX
-1.25
S&P 500
0.97
Downside risk-adjusted return 
SCPWX
-1.62
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

PeriodSCPWXS&P 500
1 month -0.5% +0.6%
3 months -2.6% +3.4%
Year to date -1.8% +13.3%
1 year -1.8% +16.6%
3 years (annualized) +6.2% +23.1%

Volatility (1-year, annualized): 4.4% · Largest decline (max drawdown, since Oct 2021): 17.1%

How are your investments doing?

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