SAISX Mutual Fund

SAISX Mutual Fund

NAV$28.75
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Returns Overview

1 Month
+2.04%
3 Months
+1.40%
6 Months
+2.80%
YTD
+7.82%
1 Year
+20.99%
3 Years (annualized)
+15.64%
5 Years (annualized)
+7.06%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAISX 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
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+8.67%
vs Peers
-0.85%

SAISX Mutual Fund Performance

SAISX performance across multiple time periods: 1-month 2.04%, YTD 7.82%, 1-year 20.99%, 3-year 15.64%, 5-year 7.06%, 10-year 8.28%.

SAISX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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