SADIX Mutual Fund

SADIX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
+0.36%
3 Months
+0.85%
6 Months
+1.78%
YTD
+2.46%
1 Year
+4.09%
3 Years (annualized)
+5.55%
5 Years (annualized)
+3.99%
10 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SADIX 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)
+2.46%
Peer Avg (YTD)
+2.15%
vs Peers
+0.31%

SADIX Mutual Fund Performance

SADIX performance across multiple time periods: 1-month 0.36%, YTD 2.46%, 1-year 4.09%, 3-year 5.55%, 5-year 3.99%, 10-year 3.03%.

SADIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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