SASSX Mutual Fund

SASSX Mutual Fund

NAV$9.77
See how much of SASSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.20%
6 Months
-0.71%
YTD
+0.30%
1 Year
+2.28%
3 Years (annualized)
+1.66%
5 Years (annualized)
+1.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SASSX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Short Treasury 3-6 Month Index
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
+3.81%
vs Peers
-3.51%

SASSX Mutual Fund Performance

SASSX performance across multiple time periods: YTD 0.30%, 1-year 2.28%, 3-year 1.66%, 5-year 1.40%.

SASSX returns trail the peer average of 3.81% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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