SCFAX Mutual Fund

SCFAX Mutual Fund

NAV$9.89
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Returns Overview

1 Month
+0.19%
3 Months
+0.94%
6 Months
+1.62%
YTD
+1.60%
1 Year
+4.27%
3 Years (annualized)
+5.99%
5 Years (annualized)
+4.05%
10 Years (annualized)
+3.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCFAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 0-3 Year US Treasury Index(IBUT)
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+0.12%
vs Peers
+1.48%

SCFAX Mutual Fund Performance

SCFAX performance across multiple time periods: 1-month 0.19%, YTD 1.60%, 1-year 4.27%, 3-year 5.99%, 5-year 4.05%, 10-year 3.72%.

SCFAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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