SADAX Mutual Fund

SADAX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
+0.23%
3 Months
+0.79%
6 Months
+1.56%
YTD
+2.21%
1 Year
+3.77%
3 Years (annualized)
+5.28%
5 Years (annualized)
+3.69%
10 Years (annualized)
+2.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SADAX 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
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📉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 Short-Term Government/Corporate Bond Index
This Mutual Fund (YTD)
+2.21%
Peer Avg (YTD)
+2.15%
vs Peers
+0.06%

SADAX Mutual Fund Performance

SADAX performance across multiple time periods: 1-month 0.23%, YTD 2.21%, 1-year 3.77%, 3-year 5.28%, 5-year 3.69%, 10-year 2.72%.

SADAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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