SCLAX Mutual Fund

NAV$10.36

Returns Overview

1 Month
-0.58%
3 Months
+0.68%
6 Months
+1.07%
YTD
+1.87%
1 Year
+6.16%
3 Years (annualized)
+5.93%
5 Years (annualized)
+3.44%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCLAX 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 Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+4.14%
vs Peers
-2.27%

SCLAX Mutual Fund Performance

SCLAX performance across multiple time periods: 1-month -0.58%, YTD 1.87%, 1-year 6.16%, 3-year 5.93%, 5-year 3.44%, 10-year 3.14%.

SCLAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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