SCTAX

Mutual fund

$9.96 -$0.02 (-0.20%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $9.72High $10.55

Has SCTAX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCTAX returned -1.7%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCTAX
-1.7%
S&P 500
+16.6%
Largest decline 
SCTAX
6.8%
S&P 500
8.9%
Risk-adjusted return 
SCTAX
-1.45
S&P 500
0.97
Downside risk-adjusted return 
SCTAX
-1.89
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSCTAXS&P 500
1 month -0.7% +0.6%
3 months -3.6% +3.4%
Year to date -2.1% +13.3%
1 year -1.7% +16.6%
3 years (annualized) +5.0% +23.1%

Volatility (1-year, annualized): 3.8% · Largest decline (max drawdown, since Oct 2021): 14.4%

How are your investments doing?

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