SACTX Mutual Fund

NAV$9.87

Returns Overview

1 Month
-1.69%
3 Months
-1.89%
6 Months
-3.05%
YTD
-2.18%
1 Year
+4.55%
3 Years (annualized)
+4.26%
5 Years (annualized)
+0.30%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACTX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.18%
Peer Avg (YTD)
+3.23%
vs Peers
-5.41%

SACTX Mutual Fund Performance

SACTX performance across multiple time periods: 1-month -1.69%, YTD -2.18%, 1-year 4.55%, 3-year 4.26%, 5-year 0.30%, 10-year 2.10%.

SACTX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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