SACVX Mutual Fund

NAV$40.30

Returns Overview

1 Month
-0.25%
3 Months
+16.13%
6 Months
+13.02%
YTD
+12.29%
1 Year
+23.91%
3 Years (annualized)
+23.43%
5 Years (annualized)
+14.87%
10 Years (annualized)
+14.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACVX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.29%
Peer Avg (YTD)
+9.49%
vs Peers
+2.80%

SACVX Mutual Fund Performance

SACVX performance across multiple time periods: 1-month -0.25%, YTD 12.29%, 1-year 23.91%, 3-year 23.43%, 5-year 14.87%, 10-year 14.55%.

SACVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

SACVX performance comparison shows side-by-side returns with another fund. SACVX alternatives are available in the Mutual Fund Screener.