| SCFZX | |
|---|---|
| Total return | +37.52% |
| Annualised (CAGR) | +4.49% |
| Volatility (annualised) | +5.76% |
| Sharpe (rf = 0) | 0.78 |
| Deepest drawdown | -17.20% |
| Drawdown peak → trough | 2020-02-11 → 2020-03-25 |
| Dividend yield (12m distributions) | 4.60% (as of 2026-10-02) |
Over the 7.3 years to 2026-10-02 the fund returned +37.52% in total (+4.49% a year), with a deepest drawdown of -17.20% from 2020-02-11 to 2020-03-25. Its worst calendar year was 2022 (-0.87%), its best 2024 (+9.37%).
| Year | SCFZX |
|---|---|
| 2026 | +3.47% |
| 2025 | +5.72% |
| 2024 | +9.37% |
| 2023 | +8.64% |
| 2022 | -0.87% |
| 2021 | +5.27% |
| 2020 | -0.33% |
| 2019 | +1.73% |
+37.52% in total, which works out to +4.49% a year over the 7 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -0.87% (net of fees, dividends reinvested). Its best year was 2024 (+9.37%).
-17.20%, from a peak on 2020-02-11 to a trough on 2020-03-25. From that trough it took 316 days (about 10.4 months) to climb back to the earlier peak.
Over the last 12 months it distributed 4.60% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say SCFZX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -17.20% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.