SADIX Mutual Fund

NAV$8.85

Returns Overview

1 Month
+0.13%
3 Months
+1.05%
6 Months
+1.73%
YTD
+1.73%
1 Year
+4.36%
3 Years (annualized)
+5.70%
5 Years (annualized)
+3.85%
10 Years (annualized)
+2.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SADIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Short-Term Government/Corporate Bond Index
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+3.23%
vs Peers
-1.50%

SADIX Mutual Fund Performance

SADIX performance across multiple time periods: 1-month 0.13%, YTD 1.73%, 1-year 4.36%, 3-year 5.70%, 5-year 3.85%, 10-year 2.99%.

SADIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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