SCHCX Mutual Fund

SCHCX Mutual Fund

NAV$16.64
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Returns Overview

1 Month
-0.79%
3 Months
+3.90%
6 Months
+6.73%
YTD
+8.50%
1 Year
+17.31%
3 Years (annualized)
+14.47%
5 Years (annualized)
+8.34%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCHCX 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)
+8.50%
Peer Avg (YTD)
+6.57%
vs Peers
+1.93%

SCHCX Mutual Fund Performance

SCHCX performance across multiple time periods: 1-month -0.79%, YTD 8.50%, 1-year 17.31%, 3-year 14.47%, 5-year 8.34%, 10-year 9.00%.

SCHCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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