SCMAX Mutual Fund

NAV$13.03

Returns Overview

1 Month
+1.06%
3 Months
+2.68%
6 Months
+2.73%
YTD
+2.73%
1 Year
+7.31%
3 Years (annualized)
+3.58%
5 Years (annualized)
+0.49%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCMAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Massachu-setts Exempt Municipalbond index
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+1.79%
vs Peers
+0.95%

SCMAX Mutual Fund Performance

SCMAX performance across multiple time periods: 1-month 1.06%, YTD 2.73%, 1-year 7.31%, 3-year 3.58%, 5-year 0.49%, 10-year 1.61%.

SCMAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

SCMAX performance comparison shows side-by-side returns with another fund. SCMAX alternatives are available in the Mutual Fund Screener.