SFCNX Mutual Fund

NAV$10.11

Returns Overview

1 Month
+0.31%
3 Months
+1.04%
6 Months
+1.17%
YTD
+1.17%
1 Year
+3.98%
3 Years (annualized)
+3.62%
5 Years (annualized)
+1.49%
10 Years (annualized)
+1.48%

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

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 Municipal 1-5 Year Blend Index
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+1.98%
vs Peers
-0.81%

SFCNX Mutual Fund Performance

SFCNX performance across multiple time periods: 1-month 0.31%, YTD 1.17%, 1-year 3.98%, 3-year 3.62%, 5-year 1.49%, 10-year 1.48%.

SFCNX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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