SAIEX Mutual Fund

SAIEX Mutual Fund

NAV$11.66
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Returns Overview

1 Month
+7.96%
3 Months
+2.20%
6 Months
+22.25%
YTD
+33.19%
1 Year
+33.76%
3 Years (annualized)
+21.12%
5 Years (annualized)
+20.49%
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)
+33.19%
Peer Avg (YTD)
+19.98%
vs Peers
+13.21%

SAIEX Mutual Fund Performance

SAIEX performance across multiple time periods: 1-month 7.96%, YTD 33.19%, 1-year 33.76%, 3-year 21.12%, 5-year 20.49%, 10-year 7.81%.

SAIEX returns outperform the peer average of 19.98% 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.