SABIX Mutual Fund

NAV$12.64

Returns Overview

1 Month
-2.84%
3 Months
+1.36%
6 Months
+1.85%
YTD
+3.95%
1 Year
+15.48%
3 Years (annualized)
+12.94%
5 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SABIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+3.95%
Peer Avg (YTD)
+6.73%
vs Peers
-2.78%

SABIX Mutual Fund Performance

SABIX performance across multiple time periods: 1-month -2.84%, YTD 3.95%, 1-year 15.48%, 3-year 12.94%, 5-year 7.33%.

SABIX returns trail the peer average of 6.73% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

SABIX performance comparison shows side-by-side returns with another fund. SABIX alternatives are available in the Mutual Fund Screener.