SACRX Mutual Fund

SACRX Mutual Fund

NAV$8.50
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Returns Overview

1 Month
+1.62%
3 Months
+2.94%
6 Months
+14.19%
YTD
+17.25%
1 Year
+18.61%
3 Years (annualized)
+8.58%
5 Years (annualized)
+1.79%
10 Years (annualized)
+4.03%

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)
+17.25%
Peer Avg (YTD)
+12.53%
vs Peers
+4.72%

SACRX Mutual Fund Performance

SACRX performance across multiple time periods: 1-month 1.62%, YTD 17.25%, 1-year 18.61%, 3-year 8.58%, 5-year 1.79%, 10-year 4.03%.

SACRX returns outperform the peer average of 12.53% 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.