SAVAX Mutual Fund

SAVAX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
-2.55%
3 Months
-3.44%
6 Months
-2.33%
YTD
-2.41%
1 Year
-1.45%
3 Years (annualized)
+4.68%
5 Years (annualized)
+0.60%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAVAX 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)
-2.41%
Peer Avg (YTD)
-1.38%
vs Peers
-1.03%

SAVAX Mutual Fund Performance

SAVAX performance across multiple time periods: 1-month -2.55%, YTD -2.41%, 1-year -1.45%, 3-year 4.68%, 5-year 0.60%, 10-year 2.16%.

SAVAX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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