SCHAX Mutual Fund

SCHAX Mutual Fund

NAV$19.33
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Returns Overview

1 Month
+2.46%
3 Months
+1.67%
6 Months
+9.65%
YTD
+11.63%
1 Year
+18.56%
3 Years (annualized)
+17.12%
5 Years (annualized)
+9.30%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCHAX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.63%
Peer Avg (YTD)
+7.17%
vs Peers
+4.46%

SCHAX Mutual Fund Performance

SCHAX performance across multiple time periods: 1-month 2.46%, YTD 11.63%, 1-year 18.56%, 3-year 17.12%, 5-year 9.30%, 10-year 10.00%.

SCHAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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