SCAYX Mutual Fund

NAV$12.91

Returns Overview

1 Month
-0.52%
3 Months
+10.32%
6 Months
+6.97%
YTD
+6.80%
1 Year
+17.43%
3 Years (annualized)
+16.32%
5 Years (annualized)
+10.22%
10 Years (annualized)
+8.05%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+6.80%
Peer Avg (YTD)
+8.36%
vs Peers
-1.56%

SCAYX Mutual Fund Performance

SCAYX performance across multiple time periods: 1-month -0.52%, YTD 6.80%, 1-year 17.43%, 3-year 16.32%, 5-year 10.22%, 10-year 8.05%.

SCAYX returns trail the peer average of 8.36% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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