SATOX Mutual Fund

NAV$13.69

Returns Overview

1 Month
-0.44%
3 Months
+9.67%
6 Months
+9.58%
YTD
+8.78%
1 Year
+19.15%
3 Years (annualized)
+15.52%
5 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SATOX 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
MSCI ACWI ex USA IMI Net
This Mutual Fund (YTD)
+8.78%
Peer Avg (YTD)
+5.87%
vs Peers
+2.92%

SATOX Mutual Fund Performance

SATOX performance across multiple time periods: 1-month -0.44%, YTD 8.78%, 1-year 19.15%, 3-year 15.52%, 5-year 5.42%.

SATOX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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