SCTIX Mutual Fund

NAV$10.19

Returns Overview

1 Month
+0.80%
3 Months
+2.02%
6 Months
+1.80%
YTD
+2.82%
1 Year
+3.01%
3 Years (annualized)
+3.18%
5 Years (annualized)
+1.13%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCTIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg California Municipal 1-5 Year Blend Index
This Mutual Fund (YTD)
+2.82%
Peer Avg (YTD)
-1.01%
vs Peers
+3.83%

SCTIX Mutual Fund Performance

SCTIX performance across multiple time periods: 1-month 0.80%, YTD 2.82%, 1-year 3.01%, 3-year 3.18%, 5-year 1.13%, 10-year 1.43%.

SCTIX returns outperform the peer average of -1.01% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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