SCACX Mutual Fund

SCACX Mutual Fund

NAV$13.15
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Returns Overview

1 Month
-4.69%
3 Months
-6.54%
6 Months
-4.29%
YTD
-4.67%
1 Year
-3.13%
3 Years (annualized)
+2.96%
5 Years (annualized)
-0.35%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCACX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.67%
Peer Avg (YTD)
-3.88%
vs Peers
-0.79%

SCACX Mutual Fund Performance

SCACX performance across multiple time periods: 1-month -4.69%, YTD -4.67%, 1-year -3.13%, 3-year 2.96%, 5-year -0.35%, 10-year 0.97%.

SCACX returns trail the peer average of -3.88% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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