SAXIX Mutual Fund

SAXIX Mutual Fund

NAV$8.56
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Returns Overview

1 Month
-1.00%
3 Months
-1.67%
6 Months
-0.09%
YTD
+0.37%
1 Year
+0.74%
3 Years (annualized)
+4.36%
5 Years (annualized)
+1.33%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAXIX 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
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
-1.59%
vs Peers
+1.95%

SAXIX Mutual Fund Performance

SAXIX performance across multiple time periods: 1-month -1.00%, YTD 0.37%, 1-year 0.74%, 3-year 4.36%, 5-year 1.33%, 10-year 1.24%.

SAXIX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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