SAVYX Mutual Fund

SAVYX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
-2.58%
3 Months
-3.40%
6 Months
-2.14%
YTD
-2.14%
1 Year
-1.20%
3 Years (annualized)
+4.98%
5 Years (annualized)
+0.87%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAVYX 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)
-2.14%
Peer Avg (YTD)
-1.38%
vs Peers
-0.76%

SAVYX Mutual Fund Performance

SAVYX performance across multiple time periods: 1-month -2.58%, YTD -2.14%, 1-year -1.20%, 3-year 4.98%, 5-year 0.87%, 10-year 2.44%.

SAVYX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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