SABCX Mutual Fund

SABCX Mutual Fund

NAV$12.37
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Returns Overview

1 Month
-3.56%
3 Months
+0.97%
6 Months
+2.64%
YTD
+3.66%
1 Year
+8.98%
3 Years (annualized)
+10.55%
5 Years (annualized)
+6.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SABCX 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)
+3.66%
Peer Avg (YTD)
+6.57%
vs Peers
-2.91%

SABCX Mutual Fund Performance

SABCX performance across multiple time periods: 1-month -3.56%, YTD 3.66%, 1-year 8.98%, 3-year 10.55%, 5-year 6.00%.

SABCX returns trail the peer average of 6.57% YTD. With an expense ratio of 3.28%, investors should weigh costs against performance when evaluating this mutual fund.

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