SAINX Mutual Fund

NAV$7.55

Returns Overview

1 Month
+0.33%
3 Months
-0.81%
6 Months
+4.53%
YTD
+4.15%
1 Year
+3.74%
3 Years (annualized)
-3.07%
5 Years (annualized)
+0.72%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAINX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Corporate - Investment Grade Index
This Mutual Fund (YTD)
+4.15%
Peer Avg (YTD)
+3.33%
vs Peers
+0.82%

SAINX Mutual Fund Performance

SAINX performance across multiple time periods: 1-month 0.33%, YTD 4.15%, 1-year 3.74%, 3-year -3.07%, 5-year 0.72%, 10-year 2.42%.

SAINX returns outperform the peer average of 3.33% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

SAINX performance comparison shows side-by-side returns with another fund. SAINX alternatives are available in the Mutual Fund Screener.