SABIX Mutual Fund

SABIX Mutual Fund

NAV$12.74
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Returns Overview

1 Month
-1.71%
3 Months
-3.96%
6 Months
+7.41%
YTD
+3.70%
1 Year
+5.90%
3 Years (annualized)
+11.79%
5 Years (annualized)
+6.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SABIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+3.70%
Peer Avg (YTD)
+6.10%
vs Peers
-2.40%

SABIX Mutual Fund Performance

SABIX performance across multiple time periods: 1-month -1.71%, YTD 3.70%, 1-year 5.90%, 3-year 11.79%, 5-year 6.46%.

SABIX returns trail the peer average of 6.10% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

SABIX vs another fund shows side-by-side returns. SABIX alternatives are available in the Mutual Fund Screener.