SCHAX Mutual Fund

SCHAX Mutual Fund

NAV$19.18
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Returns Overview

1 Month
-0.69%
3 Months
+4.10%
6 Months
+7.13%
YTD
+8.95%
1 Year
+18.19%
3 Years (annualized)
+15.30%
5 Years (annualized)
+9.96%
10 Years (annualized)
+10.41%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.95%
Peer Avg (YTD)
+6.57%
vs Peers
+2.37%

SCHAX Mutual Fund Performance

SCHAX performance across multiple time periods: 1-month -0.69%, YTD 8.95%, 1-year 18.19%, 3-year 15.30%, 5-year 9.96%, 10-year 10.41%.

SCHAX returns outperform the peer average of 6.57% 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.