SCFTX Mutual Fund

SCFTX Mutual Fund

NAV$11.02
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Returns Overview

1 Month
+0.26%
3 Months
-1.10%
6 Months
+1.48%
YTD
+1.19%
1 Year
+6.58%
3 Years (annualized)
+3.12%
5 Years (annualized)
+0.59%
10 Years (annualized)
+2.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCFTX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+0.83%
vs Peers
+0.36%

SCFTX Mutual Fund Performance

SCFTX performance across multiple time periods: 1-month 0.26%, YTD 1.19%, 1-year 6.58%, 3-year 3.12%, 5-year 0.59%, 10-year 2.12%.

SCFTX returns outperform the peer average of 0.83% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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