SAISX Mutual Fund

SAISX Mutual Fund

NAV$27.60
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Returns Overview

1 Month
-1.87%
3 Months
-0.80%
6 Months
+0.59%
YTD
+6.96%
1 Year
+12.88%
3 Years (annualized)
+20.26%
5 Years (annualized)
+6.88%
10 Years (annualized)
+8.29%

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)
+6.96%
Peer Avg (YTD)
+7.47%
vs Peers
-0.51%

SAISX Mutual Fund Performance

SAISX performance across multiple time periods: 1-month -1.87%, YTD 6.96%, 1-year 12.88%, 3-year 20.26%, 5-year 6.88%, 10-year 8.29%.

SAISX returns trail the peer average of 7.47% 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.