SCAAX Mutual Fund

NAV$11.63

Returns Overview

1 Month
+1.38%
3 Months
+6.61%
6 Months
+4.44%
YTD
+4.16%
1 Year
+9.38%
3 Years (annualized)
+9.51%
5 Years (annualized)
+5.20%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+4.14%
vs Peers
+0.02%

SCAAX Mutual Fund Performance

SCAAX performance across multiple time periods: 1-month 1.38%, YTD 4.16%, 1-year 9.38%, 3-year 9.51%, 5-year 5.20%.

SCAAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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