SACRX Mutual Fund

SACRX Mutual Fund

NAV$8.14
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Returns Overview

1 Month
-5.06%
3 Months
-6.71%
6 Months
-1.22%
YTD
+2.93%
1 Year
+4.77%
3 Years (annualized)
-0.96%
5 Years (annualized)
-7.69%
10 Years (annualized)
-3.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACRX 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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+2.93%
Peer Avg (YTD)
+4.73%
vs Peers
-1.80%

SACRX Mutual Fund Performance

SACRX performance across multiple time periods: 1-month -5.06%, YTD 2.93%, 1-year 4.77%, 3-year -0.96%, 5-year -7.69%, 10-year -3.98%.

SACRX returns trail the peer average of 4.73% YTD. With an expense ratio of 2.32%, investors should weigh costs against performance when evaluating this mutual fund.

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