SACFX Mutual Fund

SACFX Mutual Fund

NAV$8.19
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Returns Overview

1 Month
-1.39%
3 Months
-0.81%
6 Months
-0.25%
YTD
-0.13%
1 Year
+3.73%
3 Years (annualized)
+1.72%
5 Years (annualized)
-0.71%
10 Years (annualized)
+0.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACFX 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
PROUpgrade to run
🏦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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-0.13%
Peer Avg (YTD)
+0.23%
vs Peers
-0.36%

SACFX Mutual Fund Performance

SACFX performance across multiple time periods: 1-month -1.39%, YTD -0.13%, 1-year 3.73%, 3-year 1.72%, 5-year -0.71%, 10-year 0.30%.

SACFX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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