SABAX Mutual Fund

SABAX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
+1.19%
3 Months
-0.24%
6 Months
+3.50%
YTD
+5.29%
1 Year
+9.23%
3 Years (annualized)
+11.53%
5 Years (annualized)
+6.90%

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
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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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+7.17%
vs Peers
-1.88%

SABAX Mutual Fund Performance

SABAX performance across multiple time periods: 1-month 1.19%, YTD 5.29%, 1-year 9.23%, 3-year 11.53%, 5-year 6.90%.

SABAX returns trail the peer average of 7.17% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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