SACTX Mutual Fund

SACTX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
-3.90%
3 Months
-5.04%
6 Months
-4.23%
YTD
-4.35%
1 Year
-3.85%
3 Years (annualized)
+4.25%
5 Years (annualized)
-0.09%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SACTX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.35%
Peer Avg (YTD)
+0.50%
vs Peers
-4.85%

SACTX Mutual Fund Performance

SACTX performance across multiple time periods: 1-month -3.90%, YTD -4.35%, 1-year -3.85%, 3-year 4.25%, 5-year -0.09%, 10-year 1.85%.

SACTX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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