SCHAX Mutual Fund

SCHAX Mutual Fund

NAV$19.29
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Returns Overview

1 Month
-0.63%
3 Months
+1.12%
6 Months
+15.28%
YTD
+10.93%
1 Year
+14.21%
3 Years (annualized)
+17.12%
5 Years (annualized)
+9.30%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCHAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+6.10%
vs Peers
+4.83%

SCHAX Mutual Fund Performance

SCHAX performance across multiple time periods: 1-month -0.63%, YTD 10.93%, 1-year 14.21%, 3-year 17.12%, 5-year 9.30%, 10-year 10.00%.

SCHAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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