SCFVX Mutual Fund

SCFVX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
+0.23%
3 Months
+0.92%
6 Months
+2.35%
YTD
+3.13%
1 Year
+4.41%
3 Years (annualized)
+5.92%
5 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCFVX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.13%
Peer Avg (YTD)
+0.50%
vs Peers
+2.63%

SCFVX Mutual Fund Performance

SCFVX performance across multiple time periods: 1-month 0.23%, YTD 3.13%, 1-year 4.41%, 3-year 5.92%, 5-year 4.18%.

SCFVX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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