SCFAX Mutual Fund

NAV$9.83

Returns Overview

1 Month
+0.22%
3 Months
+1.72%
6 Months
+1.52%
YTD
+1.41%
1 Year
+4.34%
3 Years (annualized)
+6.19%
5 Years (annualized)
+4.02%
10 Years (annualized)
+3.81%

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
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
ICE BofA 0-3 Year US Treasury Index(IBUT)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+3.23%
vs Peers
-1.81%

SCFAX Mutual Fund Performance

SCFAX performance across multiple time periods: 1-month 0.22%, YTD 1.41%, 1-year 4.34%, 3-year 6.19%, 5-year 4.02%, 10-year 3.81%.

SCFAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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