SCFOX Mutual Fund

SCFOX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
+0.40%
3 Months
+1.21%
6 Months
+2.51%
YTD
+3.40%
1 Year
+5.31%
3 Years (annualized)
+6.71%
5 Years (annualized)
+4.94%

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
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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)
+3.40%
Peer Avg (YTD)
+2.15%
vs Peers
+1.25%

SCFOX Mutual Fund Performance

SCFOX performance across multiple time periods: 1-month 0.40%, YTD 3.40%, 1-year 5.31%, 3-year 6.71%, 5-year 4.94%.

SCFOX returns outperform the peer average of 2.15% 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.