SFAFX Mutual Fund

SFAFX Mutual Fund

NAV$12.16
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Returns Overview

1 Month
+0.91%
3 Months
+1.49%
6 Months
+3.73%
YTD
+7.18%
1 Year
+7.92%
3 Years (annualized)
+13.08%
5 Years (annualized)
+6.47%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFAFX 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
Strategic Factor Allocation
This Mutual Fund (YTD)
+7.18%
Peer Avg (YTD)
+6.22%
vs Peers
+0.96%

SFAFX Mutual Fund Performance

SFAFX performance across multiple time periods: 1-month 0.91%, YTD 7.18%, 1-year 7.92%, 3-year 13.08%, 5-year 6.47%, 10-year 7.64%.

SFAFX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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