SALXX Mutual Fund

SALXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.27%
3 Months
+0.83%
6 Months
+1.66%
YTD
+1.66%
1 Year
+3.63%
3 Years (annualized)
+4.79%
5 Years (annualized)
+3.23%

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
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📉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)
+1.66%
Peer Avg (YTD)
+1.70%
vs Peers
-0.04%

SALXX Mutual Fund Performance

SALXX performance across multiple time periods: 1-month 0.27%, YTD 1.66%, 1-year 3.63%, 3-year 4.79%, 5-year 3.23%.

SALXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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