SAAAX Mutual Fund

NAV$8.46

Returns Overview

1 Month
-1.98%
3 Months
+5.53%
6 Months
+8.81%
YTD
+8.81%
1 Year
+16.87%
3 Years (annualized)
+9.20%
5 Years (annualized)
+1.84%
10 Years (annualized)
+5.48%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index NR USD Hedged(^MWDNRHDG)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+5.87%
vs Peers
+2.94%

SAAAX Mutual Fund Performance

SAAAX performance across multiple time periods: 1-month -1.98%, YTD 8.81%, 1-year 16.87%, 3-year 9.20%, 5-year 1.84%, 10-year 5.48%.

SAAAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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