SCFZX Mutual Fund

SCFZX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
+0.42%
3 Months
+1.27%
6 Months
+2.64%
YTD
+3.57%
1 Year
+5.57%
3 Years (annualized)
+6.93%
5 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCFZX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+2.15%
vs Peers
+1.42%

SCFZX Mutual Fund Performance

SCFZX performance across multiple time periods: 1-month 0.42%, YTD 3.57%, 1-year 5.57%, 3-year 6.93%, 5-year 5.21%.

SCFZX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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