SAUPX Mutual Fund

SAUPX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
-0.63%
3 Months
+0.78%
6 Months
+1.75%
YTD
+2.74%
1 Year
+7.54%
3 Years (annualized)
+7.56%
5 Years (annualized)
+2.65%
10 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAUPX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.74%
Peer Avg (YTD)
+3.39%
vs Peers
-0.65%

SAUPX Mutual Fund Performance

SAUPX performance across multiple time periods: 1-month -0.63%, YTD 2.74%, 1-year 7.54%, 3-year 7.56%, 5-year 2.65%, 10-year 4.30%.

SAUPX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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