SAFEX Mutual Fund

SAFEX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
+0.27%
3 Months
+0.81%
6 Months
+1.65%
YTD
+2.09%
1 Year
+3.39%
3 Years (annualized)
+4.15%
5 Years (annualized)
+3.25%
10 Years (annualized)
+53.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAFEX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.09%
Peer Avg (YTD)
+2.15%
vs Peers
-0.06%

SAFEX Mutual Fund Performance

SAFEX performance across multiple time periods: 1-month 0.27%, YTD 2.09%, 1-year 3.39%, 3-year 4.15%, 5-year 3.25%, 10-year 53.65%.

SAFEX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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