SAUPX Mutual Fund

SAUPX Mutual Fund

NAV$12.78
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Returns Overview

1 Month
-2.15%
3 Months
-2.10%
6 Months
+1.01%
YTD
+1.46%
1 Year
+2.64%
3 Years (annualized)
+8.15%
5 Years (annualized)
+2.67%
10 Years (annualized)
+4.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAUPX 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
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📉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)
+1.46%
Peer Avg (YTD)
+2.46%
vs Peers
-1.00%

SAUPX Mutual Fund Performance

SAUPX performance across multiple time periods: 1-month -2.15%, YTD 1.46%, 1-year 2.64%, 3-year 8.15%, 5-year 2.67%, 10-year 4.34%.

SAUPX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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