SCFIX Mutual Fund

SCFIX Mutual Fund

NAV$9.88
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Returns Overview

1 Month
+0.22%
3 Months
+1.01%
6 Months
+1.77%
YTD
+1.89%
1 Year
+4.60%
3 Years (annualized)
+6.34%
5 Years (annualized)
+4.46%
10 Years (annualized)
+4.10%

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
PROUpgrade to run
📉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)
+1.89%
Peer Avg (YTD)
+0.12%
vs Peers
+1.77%

SCFIX Mutual Fund Performance

SCFIX performance across multiple time periods: 1-month 0.22%, YTD 1.89%, 1-year 4.60%, 3-year 6.34%, 5-year 4.46%, 10-year 4.10%.

SCFIX returns outperform the peer average of 0.12% 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.