SASDX Mutual Fund

SASDX Mutual Fund

NAV$17.54
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Returns Overview

1 Month
+2.12%
3 Months
+2.10%
6 Months
+6.95%
YTD
+12.39%
1 Year
+19.88%
3 Years (annualized)
+16.92%
5 Years (annualized)
+7.40%
10 Years (annualized)
+8.48%

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
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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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+12.39%
Peer Avg (YTD)
+6.28%
vs Peers
+6.11%

SASDX Mutual Fund Performance

SASDX performance across multiple time periods: 1-month 2.12%, YTD 12.39%, 1-year 19.88%, 3-year 16.92%, 5-year 7.40%, 10-year 8.48%.

SASDX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.93%, 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.