SCAYX Mutual Fund

SCAYX Mutual Fund

NAV$12.85
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Returns Overview

1 Month
+0.34%
3 Months
+3.39%
6 Months
+5.95%
YTD
+7.16%
1 Year
+15.80%
3 Years (annualized)
+15.57%
5 Years (annualized)
+9.99%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCAYX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+8.69%
vs Peers
-1.53%

SCAYX Mutual Fund Performance

SCAYX performance across multiple time periods: 1-month 0.34%, YTD 7.16%, 1-year 15.80%, 3-year 15.57%, 5-year 9.99%, 10-year 7.77%.

SCAYX returns trail the peer average of 8.69% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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