SACEX Mutual Fund

NAV$10.46

Returns Overview

1 Month
-0.52%
3 Months
-3.73%
6 Months
+22.71%
YTD
+20.56%
1 Year
+25.15%
3 Years (annualized)
+19.42%
5 Years (annualized)
+16.80%
10 Years (annualized)
+0.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+20.56%
Peer Avg (YTD)
+14.02%
vs Peers
+6.54%

SACEX Mutual Fund Performance

SACEX performance across multiple time periods: 1-month -0.52%, YTD 20.56%, 1-year 25.15%, 3-year 19.42%, 5-year 16.80%, 10-year 0.34%.

SACEX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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