SAIFX Mutual Fund

SAIFX Mutual Fund

NAV$43.23
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Returns Overview

1 Month
+0.84%
3 Months
+6.33%
6 Months
+6.65%
YTD
+13.83%
1 Year
+18.87%
3 Years (annualized)
+13.76%
5 Years (annualized)
+9.09%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAIFX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.83%
Peer Avg (YTD)
+12.44%
vs Peers
+1.39%

SAIFX Mutual Fund Performance

SAIFX performance across multiple time periods: 1-month 0.84%, YTD 13.83%, 1-year 18.87%, 3-year 13.76%, 5-year 9.09%, 10-year 10.96%.

SAIFX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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