SABCX Mutual Fund

NAV$12.71

Returns Overview

1 Month
+2.14%
3 Months
+11.58%
6 Months
+7.94%
YTD
+7.49%
1 Year
+14.39%
3 Years (annualized)
+11.80%
5 Years (annualized)
+6.27%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+6.73%
vs Peers
+0.77%

SABCX Mutual Fund Performance

SABCX performance across multiple time periods: 1-month 2.14%, YTD 7.49%, 1-year 14.39%, 3-year 11.80%, 5-year 6.27%.

SABCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 3.28%, investors should weigh costs against performance when evaluating this mutual fund.

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