SAWADX

Investment trust

$11.43 -$0.09 (-0.78%) NAV as of Oct 19, 2026

Prices on SharpeShare since Mar 16, 2026

Range since Mar 16, 2026

Low $9.66High $11.76

Has SAWADX beaten the S&P 500?

Since Mar 16, 2026 (to Oct 19, 2026), SAWADX returned +12.3%; the S&P 500 (SPY) returned +15.5%.

Key figures vs the S&P 500

Return 
SAWADX
+12.3%
S&P 500
+15.5%

Not annualized (under a year)

Largest decline 
SAWADX
6.6%
S&P 500
5.5%
Risk-adjusted return 
SAWADX
1.35
S&P 500
1.81
Downside risk-adjusted return 
SAWADX
2.04
S&P 500
2.93

Mar 16, 2026 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodSAWADXS&P 500
1 month +1.9% +0.8%
3 months +2.8% +3.4%

Largest decline (max drawdown, since Mar 2026): 6.6%

How are your investments doing?

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