SFCWX Mutual Fund

SFCWX Mutual Fund

NAV$80.93
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Returns Overview

1 Month
-3.38%
3 Months
-2.79%
6 Months
-2.41%
YTD
+6.56%
1 Year
+9.40%
3 Years (annualized)
+14.97%
5 Years (annualized)
+0.38%
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)
+6.56%
Peer Avg (YTD)
+7.47%
vs Peers
-0.92%

SFCWX Mutual Fund Performance

SFCWX performance across multiple time periods: 1-month -3.38%, YTD 6.56%, 1-year 9.40%, 3-year 14.97%, 5-year 0.38%, 10-year 9.75%.

SFCWX returns trail the peer average of 7.47% 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.