SCMTX Mutual Fund

SCMTX Mutual Fund

NAV$10.44
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Returns Overview

1 Month
-0.46%
3 Months
-1.37%
6 Months
-2.33%
YTD
-0.09%
1 Year
+3.38%
3 Years (annualized)
+3.45%
5 Years (annualized)
+0.80%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCMTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 1-15 Year Blend 1-17 Index(^BMB1-15YNYBI)
This Mutual Fund (YTD)
-0.09%
Peer Avg (YTD)
+0.15%
vs Peers
-0.24%

SCMTX Mutual Fund Performance

SCMTX performance across multiple time periods: 1-month -0.46%, YTD -0.09%, 1-year 3.38%, 3-year 3.45%, 5-year 0.80%, 10-year 1.71%.

SCMTX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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