SFCIX Mutual Fund

SFCIX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+0.28%
3 Months
-0.03%
6 Months
-0.72%
YTD
+0.71%
1 Year
+2.05%
3 Years (annualized)
+3.25%
5 Years (annualized)
+1.04%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFCIX 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
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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 California Municipal 1-5 Year Blend Index
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+0.17%
vs Peers
+0.53%

SFCIX Mutual Fund Performance

SFCIX performance across multiple time periods: 1-month 0.28%, YTD 0.71%, 1-year 2.05%, 3-year 3.25%, 5-year 1.04%, 10-year 1.13%.

SFCIX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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