SAFEX

Mutual fund

$9.98 $0.00 (0.00%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $9.98High $9.99

Has SAFEX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SAFEX returned +3.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SAFEX
+3.3%
S&P 500
+16.6%
Largest decline 
SAFEX
0.1%
S&P 500
8.9%
Risk-adjusted return 
SAFEX
-0.54
S&P 500
0.97
Downside risk-adjusted return 
SAFEX
-1.56
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSAFEXS&P 500
1 month +0.3% +0.6%
3 months +0.8% +3.4%
Year to date +2.4% +13.3%
1 year +3.3% +16.6%
3 years (annualized) +3.9% +23.1%

Volatility (1-year, annualized): 1.0% · Largest decline (max drawdown, since Oct 2021): 0.4%

How are your investments doing?

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