SCFOX Mutual Fund

SCFOX Mutual Fund

NAV$9.80
See how much of SCFOX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.41%
3 Months
+1.30%
6 Months
+2.38%
YTD
+2.99%
1 Year
+5.12%
3 Years (annualized)
+6.79%
5 Years (annualized)
+4.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCFOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+0.12%
vs Peers
+2.87%

SCFOX Mutual Fund Performance

SCFOX performance across multiple time periods: 1-month 0.41%, YTD 2.99%, 1-year 5.12%, 3-year 6.79%, 5-year 4.91%.

SCFOX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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