SAXIX Mutual Fund

SAXIX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
-0.56%
3 Months
+0.57%
6 Months
+0.80%
YTD
+1.50%
1 Year
+3.11%
3 Years (annualized)
+4.57%
5 Years (annualized)
+1.31%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAXIX 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
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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
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+0.25%
vs Peers
+1.25%

SAXIX Mutual Fund Performance

SAXIX performance across multiple time periods: 1-month -0.56%, YTD 1.50%, 1-year 3.11%, 3-year 4.57%, 5-year 1.31%, 10-year 1.23%.

SAXIX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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