SAVYX Mutual Fund

NAV$10.02

Returns Overview

1 Month
+0.40%
3 Months
+1.31%
6 Months
+1.21%
YTD
+1.31%
1 Year
+4.49%
3 Years (annualized)
+5.19%
5 Years (annualized)
+1.22%
10 Years (annualized)
+2.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAVYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+1.76%
vs Peers
-0.45%

SAVYX Mutual Fund Performance

SAVYX performance across multiple time periods: 1-month 0.40%, YTD 1.31%, 1-year 4.49%, 3-year 5.19%, 5-year 1.22%, 10-year 2.69%.

SAVYX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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