SAVCX Mutual Fund

SAVCX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
-2.68%
3 Months
-3.64%
6 Months
-2.71%
YTD
-2.99%
1 Year
-2.23%
3 Years (annualized)
+3.92%
5 Years (annualized)
-0.14%
10 Years (annualized)
+1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAVCX 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)
-2.99%
Peer Avg (YTD)
-1.38%
vs Peers
-1.62%

SAVCX Mutual Fund Performance

SAVCX performance across multiple time periods: 1-month -2.68%, YTD -2.99%, 1-year -2.23%, 3-year 3.92%, 5-year -0.14%, 10-year 1.41%.

SAVCX returns trail the peer average of -1.38% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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