SAIEX Mutual Fund

NAV$11.50

Returns Overview

1 Month
-0.47%
3 Months
-3.48%
6 Months
+23.36%
YTD
+21.12%
1 Year
+26.33%
3 Years (annualized)
+20.61%
5 Years (annualized)
+17.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAIEX 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)
+21.12%
Peer Avg (YTD)
+14.02%
vs Peers
+7.10%

SAIEX Mutual Fund Performance

SAIEX performance across multiple time periods: 1-month -0.47%, YTD 21.12%, 1-year 26.33%, 3-year 20.61%, 5-year 17.53%.

SAIEX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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