SABIX Mutual Fund

SABIX Mutual Fund

NAV$12.98
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Returns Overview

1 Month
-3.43%
3 Months
+1.28%
6 Months
+3.17%
YTD
+4.28%
1 Year
+10.11%
3 Years (annualized)
+10.82%
5 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SABIX 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)
+4.28%
Peer Avg (YTD)
+6.57%
vs Peers
-2.30%

SABIX Mutual Fund Performance

SABIX performance across multiple time periods: 1-month -3.43%, YTD 4.28%, 1-year 10.11%, 3-year 10.82%, 5-year 6.58%.

SABIX returns trail the peer average of 6.57% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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