SABAX Mutual Fund

SABAX Mutual Fund

NAV$12.94
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Returns Overview

1 Month
+2.12%
3 Months
+11.75%
6 Months
+8.31%
YTD
+7.78%
1 Year
+15.23%
3 Years (annualized)
+12.64%
5 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SABAX 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
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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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+6.73%
vs Peers
+1.05%

SABAX Mutual Fund Performance

SABAX performance across multiple time periods: 1-month 2.12%, YTD 7.78%, 1-year 15.23%, 3-year 12.64%, 5-year 7.78%.

SABAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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