SCFCX Mutual Fund

NAV$9.81
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Returns Overview

1 Month
+0.15%
3 Months
+1.54%
6 Months
+1.04%
YTD
+1.04%
1 Year
+3.59%
3 Years (annualized)
+5.41%
5 Years (annualized)
+3.27%
10 Years (annualized)
+3.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCFCX 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
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📉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

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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)
+1.04%
Peer Avg (YTD)
+3.23%
vs Peers
-2.18%

SCFCX Mutual Fund Performance

SCFCX performance across multiple time periods: 1-month 0.15%, YTD 1.04%, 1-year 3.59%, 3-year 5.41%, 5-year 3.27%, 10-year 3.06%.

SCFCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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