SAIFX Mutual Fund

NAV$44.76

Returns Overview

1 Month
+3.40%
3 Months
+9.36%
6 Months
+11.67%
YTD
+10.70%
1 Year
+20.65%
3 Years (annualized)
+13.33%
5 Years (annualized)
+9.17%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAIFX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.70%
Peer Avg (YTD)
+9.49%
vs Peers
+1.21%

SAIFX Mutual Fund Performance

SAIFX performance across multiple time periods: 1-month 3.40%, YTD 10.70%, 1-year 20.65%, 3-year 13.33%, 5-year 9.17%, 10-year 10.93%.

SAIFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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