SASVX Mutual Fund

NAV$8.04

Returns Overview

1 Month
+6.67%
3 Months
+17.24%
6 Months
+23.34%
YTD
+21.00%
1 Year
+32.77%
3 Years (annualized)
+13.59%
5 Years (annualized)
+8.35%
10 Years (annualized)
+8.33%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.00%
Peer Avg (YTD)
+18.52%
vs Peers
+2.48%

SASVX Mutual Fund Performance

SASVX performance across multiple time periods: 1-month 6.67%, YTD 21.00%, 1-year 32.77%, 3-year 13.59%, 5-year 8.35%, 10-year 8.33%.

SASVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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