SCAYX Mutual Fund

SCAYX Mutual Fund

NAV$12.59
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Returns Overview

1 Month
-0.67%
3 Months
+1.72%
6 Months
+5.17%
YTD
+9.00%
1 Year
+10.29%
3 Years (annualized)
+18.01%
5 Years (annualized)
+9.38%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCAYX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+10.24%
vs Peers
-1.24%

SCAYX Mutual Fund Performance

SCAYX performance across multiple time periods: 1-month -0.67%, YTD 9.00%, 1-year 10.29%, 3-year 18.01%, 5-year 9.38%, 10-year 8.43%.

SCAYX returns trail the peer average of 10.24% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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