SAVAX Mutual Fund

SAVAX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
+1.57%
3 Months
-0.65%
6 Months
-1.28%
YTD
-0.88%
1 Year
-0.51%
3 Years (annualized)
+5.74%
5 Years (annualized)
+0.53%
10 Years (annualized)
+2.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAVAX 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)
-0.88%
Peer Avg (YTD)
-1.17%
vs Peers
+0.29%

SAVAX Mutual Fund Performance

SAVAX performance across multiple time periods: 1-month 1.57%, YTD -0.88%, 1-year -0.51%, 3-year 5.74%, 5-year 0.53%, 10-year 2.12%.

SAVAX returns outperform the peer average of -1.17% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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