SAUFX Mutual Fund

SAUFX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
+0.31%
3 Months
+0.05%
6 Months
+0.24%
YTD
+1.17%
1 Year
+2.66%
3 Years (annualized)
+4.67%
5 Years (annualized)
+2.05%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAUFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Corporate & Government Index(^IBML3YUCG)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+2.15%
vs Peers
-0.98%

SAUFX Mutual Fund Performance

SAUFX performance across multiple time periods: 1-month 0.31%, YTD 1.17%, 1-year 2.66%, 3-year 4.67%, 5-year 2.05%, 10-year 1.43%.

SAUFX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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