SFAFX Mutual Fund

NAV$12.06

Returns Overview

3 Months
+8.13%
6 Months
+6.23%
YTD
+6.04%
1 Year
+13.91%
3 Years (annualized)
+11.34%
5 Years (annualized)
+7.21%
10 Years (annualized)
+7.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFAFX 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
Strategic Factor Allocation
This Mutual Fund (YTD)
+6.04%
Peer Avg (YTD)
+6.73%
vs Peers
-0.68%

SFAFX Mutual Fund Performance

SFAFX performance across multiple time periods: YTD 6.04%, 1-year 13.91%, 3-year 11.34%, 5-year 7.21%, 10-year 7.60%.

SFAFX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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