SADIX Mutual Fund

SADIX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
-0.09%
3 Months
+0.62%
6 Months
+1.68%
YTD
+2.36%
1 Year
+3.23%
3 Years (annualized)
+5.55%
5 Years (annualized)
+3.99%
10 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SADIX 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 Short-Term Government/Corporate Bond Index
This Mutual Fund (YTD)
+2.36%
Peer Avg (YTD)
+0.50%
vs Peers
+1.86%

SADIX Mutual Fund Performance

SADIX performance across multiple time periods: 1-month -0.09%, YTD 2.36%, 1-year 3.23%, 3-year 5.55%, 5-year 3.99%, 10-year 3.03%.

SADIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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