SCOAX Mutual Fund

SCOAX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
-1.37%
3 Months
-0.93%
6 Months
-1.02%
YTD
-0.68%
1 Year
+2.44%
3 Years (annualized)
+3.81%
5 Years (annualized)
-0.60%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCOAX 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 US Aggregate Bond Index Return
This Mutual Fund (YTD)
-0.68%
Peer Avg (YTD)
-0.32%
vs Peers
-0.36%

SCOAX Mutual Fund Performance

SCOAX performance across multiple time periods: 1-month -1.37%, YTD -0.68%, 1-year 2.44%, 3-year 3.81%, 5-year -0.60%, 10-year 1.67%.

SCOAX returns trail the peer average of -0.32% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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