SAIPX Mutual Fund

SAIPX Mutual Fund

NAV$13.09
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Returns Overview

1 Month
+0.83%
3 Months
+0.75%
6 Months
+2.61%
YTD
+5.60%
1 Year
+9.37%
3 Years (annualized)
+10.38%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.94%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+3.78%
vs Peers
+1.82%

SAIPX Mutual Fund Performance

SAIPX performance across multiple time periods: 1-month 0.83%, YTD 5.60%, 1-year 9.37%, 3-year 10.38%, 5-year 4.11%, 10-year 5.94%.

SAIPX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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