SAAAX Mutual Fund

SAAAX Mutual Fund

NAV$8.25
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Returns Overview

1 Month
+1.93%
3 Months
+0.96%
YTD
+9.20%
1 Year
+9.03%
3 Years (annualized)
+11.71%
5 Years (annualized)
+1.62%
10 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAAAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index NR USD Hedged(^MWDNRHDG)
This Mutual Fund (YTD)
+9.20%
Peer Avg (YTD)
+5.30%
vs Peers
+3.89%

SAAAX Mutual Fund Performance

SAAAX performance across multiple time periods: 1-month 1.93%, YTD 9.20%, 1-year 9.03%, 3-year 11.71%, 5-year 1.62%, 10-year 4.64%.

SAAAX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

SAAAX vs another fund shows side-by-side returns. SAAAX alternatives are available in the Mutual Fund Screener.