SCOAX Mutual Fund

SCOAX Mutual Fund

NAV$8.44
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Returns Overview

1 Month
+0.37%
3 Months
-0.75%
6 Months
-2.23%
YTD
-0.27%
1 Year
+1.58%
3 Years (annualized)
+4.24%
5 Years (annualized)
-0.49%
10 Years (annualized)
+1.71%

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)
-0.27%
Peer Avg (YTD)
-0.23%
vs Peers
-0.04%

SCOAX Mutual Fund Performance

SCOAX performance across multiple time periods: 1-month 0.37%, YTD -0.27%, 1-year 1.58%, 3-year 4.24%, 5-year -0.49%, 10-year 1.71%.

SCOAX returns trail the peer average of -0.23% 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.