SACEX Mutual Fund

SACEX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
-3.75%
3 Months
+9.37%
6 Months
+5.28%
YTD
+31.85%
1 Year
+30.59%
3 Years (annualized)
+21.61%
5 Years (annualized)
+21.62%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+31.85%
Peer Avg (YTD)
+19.29%
vs Peers
+12.56%

SACEX Mutual Fund Performance

SACEX performance across multiple time periods: 1-month -3.75%, YTD 31.85%, 1-year 30.59%, 3-year 21.61%, 5-year 21.62%, 10-year 1.99%.

SACEX returns outperform the peer average of 19.29% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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