SCFOX Mutual Fund

NAV$9.80

Returns Overview

3 Months
+0.10%
6 Months
-0.10%
YTD
+0.20%
1 Year
+5.24%
3 Years (annualized)
+7.07%
5 Years (annualized)
+4.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCFOX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+3.23%
vs Peers
-3.02%

SCFOX Mutual Fund Performance

SCFOX performance across multiple time periods: YTD 0.20%, 1-year 5.24%, 3-year 7.07%, 5-year 4.89%.

SCFOX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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