SCFIX Mutual Fund

SCFIX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
+0.66%
3 Months
-0.38%
6 Months
+0.63%
YTD
+1.50%
1 Year
+2.72%
3 Years (annualized)
+6.20%
5 Years (annualized)
+4.37%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCFIX 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

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)
+1.50%
Peer Avg (YTD)
+1.93%
vs Peers
-0.42%

SCFIX Mutual Fund Performance

SCFIX performance across multiple time periods: 1-month 0.66%, YTD 1.50%, 1-year 2.72%, 3-year 6.20%, 5-year 4.37%, 10-year 3.97%.

SCFIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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