SALXX Mutual Fund

SALXX Mutual Fund

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Returns Overview

1 Month
+0.27%
3 Months
+0.84%
6 Months
+1.68%
YTD
+2.24%
1 Year
+3.52%
3 Years (annualized)
+4.76%
5 Years (annualized)
+3.35%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SALXX 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
3-Month US T-Bills Index(SPUTB3M)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+2.25%
vs Peers
-0.01%

SALXX Mutual Fund Performance

SALXX performance across multiple time periods: 1-month 0.27%, YTD 2.24%, 1-year 3.52%, 3-year 4.76%, 5-year 3.35%, 10-year 1.90%.

SALXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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