SACTX Mutual Fund

SACTX Mutual Fund

NAV$9.48
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Returns Overview

1 Month
+1.50%
3 Months
-2.46%
6 Months
-3.27%
YTD
-2.91%
1 Year
-2.20%
3 Years (annualized)
+5.61%
5 Years (annualized)
-0.49%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACTX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.91%
Peer Avg (YTD)
+1.93%
vs Peers
-4.84%

SACTX Mutual Fund Performance

SACTX performance across multiple time periods: 1-month 1.50%, YTD -2.91%, 1-year -2.20%, 3-year 5.61%, 5-year -0.49%, 10-year 1.83%.

SACTX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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