SFCNX Mutual Fund

SFCNX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
-2.07%
3 Months
-2.34%
6 Months
-1.32%
YTD
-1.20%
1 Year
-0.68%
3 Years (annualized)
+3.57%
5 Years (annualized)
+1.38%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFCNX 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
Bloomberg California Municipal 1-5 Year Blend Index
This Mutual Fund (YTD)
-1.20%
Peer Avg (YTD)
-3.88%
vs Peers
+2.68%

SFCNX Mutual Fund Performance

SFCNX performance across multiple time periods: 1-month -2.07%, YTD -1.20%, 1-year -0.68%, 3-year 3.57%, 5-year 1.38%, 10-year 1.43%.

SFCNX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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