SACVX Mutual Fund

SACVX Mutual Fund

NAV$39.48
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Returns Overview

1 Month
-1.97%
3 Months
+2.02%
6 Months
+8.92%
YTD
+10.08%
1 Year
+17.82%
3 Years (annualized)
+21.05%
5 Years (annualized)
+14.01%
10 Years (annualized)
+14.04%

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)
+10.08%
Peer Avg (YTD)
+11.41%
vs Peers
-1.34%

SACVX Mutual Fund Performance

SACVX performance across multiple time periods: 1-month -1.97%, YTD 10.08%, 1-year 17.82%, 3-year 21.05%, 5-year 14.01%, 10-year 14.04%.

SACVX returns trail the peer average of 11.41% 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.