SFCCX Mutual Fund

NAV$10.31

Returns Overview

3 Months
+1.33%
6 Months
+2.80%
YTD
+2.89%
1 Year
+2.93%
3 Years (annualized)
+3.16%
5 Years (annualized)
+0.38%
10 Years (annualized)
+0.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFCCX 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)
+2.89%
Peer Avg (YTD)
+2.17%
vs Peers
+0.73%

SFCCX Mutual Fund Performance

SFCCX performance across multiple time periods: YTD 2.89%, 1-year 2.93%, 3-year 3.16%, 5-year 0.38%, 10-year 0.49%.

SFCCX returns outperform the peer average of 2.17% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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