SCLAX Mutual Fund

SCLAX Mutual Fund

NAV$10.41
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Returns Overview

1 Month
+0.39%
3 Months
+0.19%
6 Months
+0.87%
YTD
+2.36%
1 Year
+2.77%
3 Years (annualized)
+6.01%
5 Years (annualized)
+3.38%
10 Years (annualized)
+3.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCLAX 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 Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+2.36%
Peer Avg (YTD)
+2.95%
vs Peers
-0.59%

SCLAX Mutual Fund Performance

SCLAX performance across multiple time periods: 1-month 0.39%, YTD 2.36%, 1-year 2.77%, 3-year 6.01%, 5-year 3.38%, 10-year 3.13%.

SCLAX returns trail the peer average of 2.95% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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