SACEX Mutual Fund

SACEX Mutual Fund

NAV$11.03
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Returns Overview

1 Month
+7.80%
3 Months
+1.88%
6 Months
+21.59%
YTD
+32.29%
1 Year
+32.40%
3 Years (annualized)
+19.91%
5 Years (annualized)
+20.24%
10 Years (annualized)
+6.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+32.29%
Peer Avg (YTD)
+19.98%
vs Peers
+12.31%

SACEX Mutual Fund Performance

SACEX performance across multiple time periods: 1-month 7.80%, YTD 32.29%, 1-year 32.40%, 3-year 19.91%, 5-year 20.24%, 10-year 6.84%.

SACEX returns outperform the peer average of 19.98% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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