SAIPX Mutual Fund

NAV$13.33

Returns Overview

1 Month
+0.22%
3 Months
+6.05%
6 Months
+5.37%
YTD
+5.04%
1 Year
+11.25%
3 Years (annualized)
+10.24%
5 Years (annualized)
+4.36%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAIPX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+4.14%
vs Peers
+0.90%

SAIPX Mutual Fund Performance

SAIPX performance across multiple time periods: 1-month 0.22%, YTD 5.04%, 1-year 11.25%, 3-year 10.24%, 5-year 4.36%, 10-year 6.13%.

SAIPX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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