SFAAX Mutual Fund

SFAAX Mutual Fund

NAV$40.66
See how much of SFAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.09%
3 Months
+0.09%
6 Months
+9.17%
YTD
+6.07%
1 Year
+8.10%
3 Years (annualized)
+13.15%
5 Years (annualized)
+6.47%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFAAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+6.07%
Peer Avg (YTD)
+4.97%
vs Peers
+1.10%

SFAAX Mutual Fund Performance

SFAAX performance across multiple time periods: 1-month -1.09%, YTD 6.07%, 1-year 8.10%, 3-year 13.15%, 5-year 6.47%, 10-year 9.05%.

SFAAX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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