SACFX Mutual Fund

SACFX Mutual Fund

NAV$8.02
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Returns Overview

1 Month
-4.88%
3 Months
-6.53%
6 Months
-5.09%
YTD
-5.33%
1 Year
-4.26%
3 Years (annualized)
+2.05%
5 Years (annualized)
-0.72%
10 Years (annualized)
+0.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-5.33%
Peer Avg (YTD)
-3.84%
vs Peers
-1.49%

SACFX Mutual Fund Performance

SACFX performance across multiple time periods: 1-month -4.88%, YTD -5.33%, 1-year -4.26%, 3-year 2.05%, 5-year -0.72%, 10-year 0.24%.

SACFX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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