SCAAX Mutual Fund

SCAAX Mutual Fund

NAV$11.64
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Returns Overview

1 Month
-2.55%
3 Months
+0.17%
6 Months
+0.97%
YTD
+1.50%
1 Year
+5.69%
3 Years (annualized)
+8.22%
5 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCAAX 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
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📉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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+3.39%
vs Peers
-1.88%

SCAAX Mutual Fund Performance

SCAAX performance across multiple time periods: 1-month -2.55%, YTD 1.50%, 1-year 5.69%, 3-year 8.22%, 5-year 4.61%.

SCAAX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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