SABIX Mutual Fund

SABIX Mutual Fund

NAV$12.67
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Returns Overview

1 Month
+1.18%
3 Months
-0.16%
6 Months
+3.63%
YTD
+5.51%
1 Year
+9.51%
3 Years (annualized)
+11.79%
5 Years (annualized)
+6.46%

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
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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)
+5.51%
Peer Avg (YTD)
+7.17%
vs Peers
-1.66%

SABIX Mutual Fund Performance

SABIX performance across multiple time periods: 1-month 1.18%, YTD 5.51%, 1-year 9.51%, 3-year 11.79%, 5-year 6.46%.

SABIX returns trail the peer average of 7.17% 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.