SCYYX Mutual Fund

NAV$10.22

Returns Overview

1 Month
+0.48%
3 Months
+1.49%
6 Months
+0.60%
YTD
+0.60%
1 Year
+4.90%
3 Years (annualized)
+3.03%
5 Years (annualized)
+0.54%
10 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCYYX 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 California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
+0.60%
Peer Avg (YTD)
+1.98%
vs Peers
-1.37%

SCYYX Mutual Fund Performance

SCYYX performance across multiple time periods: 1-month 0.48%, YTD 0.60%, 1-year 4.90%, 3-year 3.03%, 5-year 0.54%, 10-year 1.28%.

SCYYX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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