SAVAX

Mutual fund

$9.62 -$0.03 (-0.31%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $9.54High $10.26

Has SAVAX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SAVAX returned -1.5%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SAVAX
-1.5%
S&P 500
+16.6%
Largest decline 
SAVAX
4.4%
S&P 500
8.9%
Risk-adjusted return 
SAVAX
-1.40
S&P 500
0.97
Downside risk-adjusted return 
SAVAX
-1.83
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

PeriodSAVAXS&P 500
1 month -0.8% +0.6%
3 months -2.3% +3.4%
Year to date -1.9% +13.3%
1 year -1.5% +16.6%
3 years (annualized) +5.3% +23.1%

Volatility (1-year, annualized): 3.8% · Largest decline (max drawdown, since Oct 2021): 16.4%

How are your investments doing?

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