SASVX Mutual Fund

SASVX Mutual Fund

NAV$7.50
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Returns Overview

1 Month
-3.75%
3 Months
-0.80%
6 Months
+1.96%
YTD
+14.70%
1 Year
+16.08%
3 Years (annualized)
+9.52%
5 Years (annualized)
+6.10%
10 Years (annualized)
+6.48%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.70%
Peer Avg (YTD)
+15.20%
vs Peers
-0.50%

SASVX Mutual Fund Performance

SASVX performance across multiple time periods: 1-month -3.75%, YTD 14.70%, 1-year 16.08%, 3-year 9.52%, 5-year 6.10%, 10-year 6.48%.

SASVX returns trail the peer average of 15.20% 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.