SABAX Mutual Fund

SABAX Mutual Fund

NAV$12.61
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Returns Overview

1 Month
-3.45%
3 Months
+1.13%
6 Months
+3.03%
YTD
+4.05%
1 Year
+9.83%
3 Years (annualized)
+11.38%
5 Years (annualized)
+6.24%

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)
+4.05%
Peer Avg (YTD)
+6.57%
vs Peers
-2.52%

SABAX Mutual Fund Performance

SABAX performance across multiple time periods: 1-month -3.45%, YTD 4.05%, 1-year 9.83%, 3-year 11.38%, 5-year 6.24%.

SABAX returns trail the peer average of 6.57% 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.