SACVX Mutual Fund

SACVX Mutual Fund

NAV$41.27
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Returns Overview

1 Month
+2.94%
3 Months
+0.66%
6 Months
+12.34%
YTD
+13.32%
1 Year
+20.81%
3 Years (annualized)
+22.57%
5 Years (annualized)
+13.09%
10 Years (annualized)
+13.99%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.32%
Peer Avg (YTD)
+12.44%
vs Peers
+0.88%

SACVX Mutual Fund Performance

SACVX performance across multiple time periods: 1-month 2.94%, YTD 13.32%, 1-year 20.81%, 3-year 22.57%, 5-year 13.09%, 10-year 13.99%.

SACVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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