SASDX Mutual Fund

SASDX Mutual Fund

NAV$17.80
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Returns Overview

1 Month
-0.08%
3 Months
+3.60%
6 Months
+7.56%
YTD
+10.06%
1 Year
+21.00%
3 Years (annualized)
+15.19%
5 Years (annualized)
+7.29%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SASDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This Mutual Fund (YTD)
+10.06%
Peer Avg (YTD)
+5.54%
vs Peers
+4.52%

SASDX Mutual Fund Performance

SASDX performance across multiple time periods: 1-month -0.08%, YTD 10.06%, 1-year 21.00%, 3-year 15.19%, 5-year 7.29%, 10-year 8.33%.

SASDX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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