SAVYX Mutual Fund

SAVYX Mutual Fund

NAV$10.03
See how much of SAVYX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.33%
3 Months
-0.54%
6 Months
-0.44%
YTD
-0.04%
1 Year
+3.17%
3 Years (annualized)
+4.63%
5 Years (annualized)
+0.77%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAVYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+1.04%
vs Peers
-1.08%

SAVYX Mutual Fund Performance

SAVYX performance across multiple time periods: 1-month -1.33%, YTD -0.04%, 1-year 3.17%, 3-year 4.63%, 5-year 0.77%, 10-year 2.42%.

SAVYX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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