SAIEX Mutual Fund

SAIEX Mutual Fund

NAV$11.45
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Returns Overview

1 Month
+9.77%
3 Months
+11.50%
6 Months
+13.96%
YTD
+45.80%
1 Year
+48.09%
3 Years (annualized)
+23.69%
5 Years (annualized)
+21.44%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAIEX 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)
+45.80%
Peer Avg (YTD)
+25.52%
vs Peers
+20.28%

SAIEX Mutual Fund Performance

SAIEX performance across multiple time periods: 1-month 9.77%, YTD 45.80%, 1-year 48.09%, 3-year 23.69%, 5-year 21.44%, 10-year 7.81%.

SAIEX returns outperform the peer average of 25.52% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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