SACAX Mutual Fund

SACAX Mutual Fund

NAV$26.35
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Returns Overview

1 Month
+0.35%
3 Months
+12.51%
6 Months
+11.05%
YTD
+10.29%
1 Year
+20.49%
3 Years (annualized)
+17.41%
5 Years (annualized)
+9.15%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+6.73%
vs Peers
+3.57%

SACAX Mutual Fund Performance

SACAX performance across multiple time periods: 1-month 0.35%, YTD 10.29%, 1-year 20.49%, 3-year 17.41%, 5-year 9.15%, 10-year 11.53%.

SACAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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