SASDX Mutual Fund

SASDX Mutual Fund

NAV$17.89
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Returns Overview

1 Month
+0.06%
3 Months
+11.68%
6 Months
+10.84%
YTD
+10.14%
1 Year
+21.77%
3 Years (annualized)
+16.11%
5 Years (annualized)
+7.35%
10 Years (annualized)
+8.67%

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)
+10.14%
Peer Avg (YTD)
+5.87%
vs Peers
+4.28%

SASDX Mutual Fund Performance

SASDX performance across multiple time periods: 1-month 0.06%, YTD 10.14%, 1-year 21.77%, 3-year 16.11%, 5-year 7.35%, 10-year 8.67%.

SASDX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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