SACRX Mutual Fund

SACRX Mutual Fund

NAV$8.61
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Returns Overview

1 Month
+3.47%
3 Months
-5.01%
6 Months
-6.50%
YTD
+6.51%
1 Year
+0.60%
3 Years (annualized)
+2.34%
5 Years (annualized)
-8.39%
10 Years (annualized)
-3.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACRX 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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+7.23%
vs Peers
-0.72%

SACRX Mutual Fund Performance

SACRX performance across multiple time periods: 1-month 3.47%, YTD 6.51%, 1-year 0.60%, 3-year 2.34%, 5-year -8.39%, 10-year -3.51%.

SACRX returns trail the peer average of 7.23% YTD. With an expense ratio of 2.32%, investors should weigh costs against performance when evaluating this mutual fund.

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