SACAX Mutual Fund

SACAX Mutual Fund

NAV$25.91
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Returns Overview

1 Month
+1.75%
3 Months
+2.26%
6 Months
+7.82%
YTD
+12.39%
1 Year
+18.62%
3 Years (annualized)
+17.90%
5 Years (annualized)
+9.00%
10 Years (annualized)
+11.36%

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)
+12.39%
Peer Avg (YTD)
+7.17%
vs Peers
+5.22%

SACAX Mutual Fund Performance

SACAX performance across multiple time periods: 1-month 1.75%, YTD 12.39%, 1-year 18.62%, 3-year 17.90%, 5-year 9.00%, 10-year 11.36%.

SACAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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