SCFAX Mutual Fund

SCFAX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-1.23%
3 Months
-0.34%
6 Months
+1.38%
YTD
+1.07%
1 Year
+2.65%
3 Years (annualized)
+6.13%
5 Years (annualized)
+4.14%
10 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCFAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 0-3 Year US Treasury Index(IBUT)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+0.50%
vs Peers
+0.57%

SCFAX Mutual Fund Performance

SCFAX performance across multiple time periods: 1-month -1.23%, YTD 1.07%, 1-year 2.65%, 3-year 6.13%, 5-year 4.14%, 10-year 3.75%.

SCFAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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