SFCNX Mutual Fund

SFCNX Mutual Fund

NAV$10.10
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Returns Overview

1 Month
-0.58%
3 Months
+0.04%
6 Months
-0.11%
YTD
+0.58%
1 Year
+2.86%
3 Years (annualized)
+3.35%
5 Years (annualized)
+1.29%
10 Years (annualized)
+1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFCNX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg California Municipal 1-5 Year Blend Index
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
+0.39%
vs Peers
+0.20%

SFCNX Mutual Fund Performance

SFCNX performance across multiple time periods: 1-month -0.58%, YTD 0.58%, 1-year 2.86%, 3-year 3.35%, 5-year 1.29%, 10-year 1.41%.

SFCNX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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