SAISX Mutual Fund

NAV$28.24

Returns Overview

1 Month
-3.43%
3 Months
+5.30%
6 Months
+6.25%
YTD
+5.67%
1 Year
+17.41%
3 Years (annualized)
+16.39%
5 Years (annualized)
+7.05%
10 Years (annualized)
+8.67%

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
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
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+5.67%
Peer Avg (YTD)
+9.16%
vs Peers
-3.49%

SAISX Mutual Fund Performance

SAISX performance across multiple time periods: 1-month -3.43%, YTD 5.67%, 1-year 17.41%, 3-year 16.39%, 5-year 7.05%, 10-year 8.67%.

SAISX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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