SCAUX Mutual Fund

SCAUX Mutual Fund

NAV$12.90
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Returns Overview

1 Month
+0.10%
3 Months
+2.69%
6 Months
+13.17%
YTD
+9.46%
1 Year
+12.83%
3 Years (annualized)
+16.32%
5 Years (annualized)
+9.72%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCAUX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+8.60%
vs Peers
+0.86%

SCAUX Mutual Fund Performance

SCAUX performance across multiple time periods: 1-month 0.10%, YTD 9.46%, 1-year 12.83%, 3-year 16.32%, 5-year 9.72%, 10-year 8.07%.

SCAUX returns outperform the peer average of 8.60% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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