SCTAX Mutual Fund

SCTAX Mutual Fund

NAV$10.20
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Returns Overview

1 Month
+3.47%
3 Months
-1.26%
6 Months
-1.00%
YTD
-0.46%
1 Year
-0.56%
3 Years (annualized)
+4.00%
5 Years (annualized)
-0.45%
10 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCTAX 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
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📉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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.46%
Peer Avg (YTD)
-0.12%
vs Peers
-0.35%

SCTAX Mutual Fund Performance

SCTAX performance across multiple time periods: 1-month 3.47%, YTD -0.46%, 1-year -0.56%, 3-year 4.00%, 5-year -0.45%, 10-year 1.04%.

SCTAX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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