SCHAX Mutual Fund

SCHAX Mutual Fund

NAV$18.75
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Returns Overview

1 Month
-1.58%
3 Months
+0.21%
6 Months
+4.33%
YTD
+9.18%
1 Year
+10.34%
3 Years (annualized)
+18.92%
5 Years (annualized)
+8.65%
10 Years (annualized)
+9.98%

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)
+9.18%
Peer Avg (YTD)
+6.22%
vs Peers
+2.96%

SCHAX Mutual Fund Performance

SCHAX performance across multiple time periods: 1-month -1.58%, YTD 9.18%, 1-year 10.34%, 3-year 18.92%, 5-year 8.65%, 10-year 9.98%.

SCHAX returns outperform the peer average of 6.22% 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.