SFAFX Mutual Fund

SFAFX Mutual Fund

NAV$12.29
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Returns Overview

1 Month
-0.98%
3 Months
+0.17%
6 Months
+8.30%
YTD
+6.22%
1 Year
+8.90%
3 Years (annualized)
+11.47%
5 Years (annualized)
+6.72%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFAFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Strategic Factor Allocation
This Mutual Fund (YTD)
+6.22%
Peer Avg (YTD)
+6.10%
vs Peers
+0.12%

SFAFX Mutual Fund Performance

SFAFX performance across multiple time periods: 1-month -0.98%, YTD 6.22%, 1-year 8.90%, 3-year 11.47%, 5-year 6.72%, 10-year 7.56%.

SFAFX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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