SACVX Mutual Fund

SACVX Mutual Fund

NAV$38.10
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Returns Overview

1 Month
-2.38%
3 Months
+0.46%
6 Months
+2.50%
YTD
+10.59%
1 Year
+8.51%
3 Years (annualized)
+24.82%
5 Years (annualized)
+11.89%
10 Years (annualized)
+13.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.59%
Peer Avg (YTD)
+14.61%
vs Peers
-4.02%

SACVX Mutual Fund Performance

SACVX performance across multiple time periods: 1-month -2.38%, YTD 10.59%, 1-year 8.51%, 3-year 24.82%, 5-year 11.89%, 10-year 13.97%.

SACVX returns trail the peer average of 14.61% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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