SCTAX Mutual Fund

NAV$10.36

Returns Overview

1 Month
+0.76%
3 Months
+2.41%
6 Months
+2.18%
YTD
+2.18%
1 Year
+6.37%
3 Years (annualized)
+3.30%
5 Years (annualized)
+0.19%
10 Years (annualized)
+1.34%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+1.98%
vs Peers
+0.21%

SCTAX Mutual Fund Performance

SCTAX performance across multiple time periods: 1-month 0.76%, YTD 2.18%, 1-year 6.37%, 3-year 3.30%, 5-year 0.19%, 10-year 1.34%.

SCTAX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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