SCOAX Mutual Fund

NAV$8.71

Returns Overview

1 Month
-1.91%
3 Months
-1.58%
6 Months
-2.90%
YTD
-2.79%
1 Year
+3.54%
3 Years (annualized)
+4.29%
5 Years (annualized)
-0.09%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCOAX 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 Return
This Mutual Fund (YTD)
-2.79%
Peer Avg (YTD)
+0.38%
vs Peers
-3.17%

SCOAX Mutual Fund Performance

SCOAX performance across multiple time periods: 1-month -1.91%, YTD -2.79%, 1-year 3.54%, 3-year 4.29%, 5-year -0.09%, 10-year 1.90%.

SCOAX returns trail the peer average of 0.38% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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