SCMTX Mutual Fund

SCMTX Mutual Fund

NAV$10.48
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Returns Overview

1 Month
-3.59%
3 Months
-5.29%
6 Months
-3.34%
YTD
-3.41%
1 Year
-1.97%
3 Years (annualized)
+3.45%
5 Years (annualized)
+0.80%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCMTX 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 Municipal Bond 1-15 Year Blend 1-17 Index(^BMB1-15YNYBI)
This Mutual Fund (YTD)
-3.41%
Peer Avg (YTD)
-3.84%
vs Peers
+0.43%

SCMTX Mutual Fund Performance

SCMTX performance across multiple time periods: 1-month -3.59%, YTD -3.41%, 1-year -1.97%, 3-year 3.45%, 5-year 0.80%, 10-year 1.71%.

SCMTX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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