SCFVX Mutual Fund

SCFVX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
+0.34%
3 Months
+1.11%
6 Months
+1.89%
YTD
+2.54%
1 Year
+4.29%
3 Years (annualized)
+6.04%
5 Years (annualized)
+4.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCFVX 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)
+2.54%
Peer Avg (YTD)
+0.12%
vs Peers
+2.42%

SCFVX Mutual Fund Performance

SCFVX performance across multiple time periods: 1-month 0.34%, YTD 2.54%, 1-year 4.29%, 3-year 6.04%, 5-year 4.16%.

SCFVX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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