SASVX Mutual Fund

SASVX Mutual Fund

NAV$7.77
See how much of SASVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.38%
3 Months
+3.74%
6 Months
+9.85%
YTD
+19.17%
1 Year
+27.07%
3 Years (annualized)
+9.60%
5 Years (annualized)
+7.49%
10 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SASVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.17%
Peer Avg (YTD)
+15.31%
vs Peers
+3.86%

SASVX Mutual Fund Performance

SASVX performance across multiple time periods: 1-month -3.38%, YTD 19.17%, 1-year 27.07%, 3-year 9.60%, 5-year 7.49%, 10-year 7.55%.

SASVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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