SADIX Mutual Fund

SADIX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
+0.36%
3 Months
+0.96%
6 Months
+1.62%
YTD
+2.09%
1 Year
+4.34%
3 Years (annualized)
+5.60%
5 Years (annualized)
+3.93%
10 Years (annualized)
+3.00%

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
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
Bloomberg Short-Term Government/Corporate Bond Index
This Mutual Fund (YTD)
+2.09%
Peer Avg (YTD)
+0.12%
vs Peers
+1.97%

SADIX Mutual Fund Performance

SADIX performance across multiple time periods: 1-month 0.36%, YTD 2.09%, 1-year 4.34%, 3-year 5.60%, 5-year 3.93%, 10-year 3.00%.

SADIX returns outperform the peer average of 0.12% 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.