SCHAX Mutual Fund

NAV$19.20

Returns Overview

1 Month
-0.08%
3 Months
+14.01%
6 Months
+10.25%
YTD
+9.70%
1 Year
+24.21%
3 Years (annualized)
+17.91%
5 Years (annualized)
+10.11%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCHAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+6.73%
vs Peers
+2.98%

SCHAX Mutual Fund Performance

SCHAX performance across multiple time periods: 1-month -0.08%, YTD 9.70%, 1-year 24.21%, 3-year 17.91%, 5-year 10.11%, 10-year 10.91%.

SCHAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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