SCLAX Mutual Fund

SCLAX Mutual Fund

NAV$10.41
See how much of SCLAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.77%
3 Months
-0.58%
6 Months
+2.27%
YTD
+1.97%
1 Year
+3.28%
3 Years (annualized)
+5.90%
5 Years (annualized)
+3.30%
10 Years (annualized)
+3.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCLAX 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 Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.97%
Peer Avg (YTD)
+2.46%
vs Peers
-0.49%

SCLAX Mutual Fund Performance

SCLAX performance across multiple time periods: 1-month -0.77%, YTD 1.97%, 1-year 3.28%, 3-year 5.90%, 5-year 3.30%, 10-year 3.09%.

SCLAX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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