SFCWX Mutual Fund

SFCWX Mutual Fund

NAV$85.66
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Returns Overview

1 Month
-5.94%
3 Months
+0.39%
6 Months
+6.76%
YTD
+9.61%
1 Year
+17.84%
3 Years (annualized)
+10.12%
5 Years (annualized)
+1.62%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFCWX 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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+9.61%
Peer Avg (YTD)
+8.67%
vs Peers
+0.94%

SFCWX Mutual Fund Performance

SFCWX performance across multiple time periods: 1-month -5.94%, YTD 9.61%, 1-year 17.84%, 3-year 10.12%, 5-year 1.62%, 10-year 9.75%.

SFCWX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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