SAWAFX

Investment trust

$11.39 -$0.11 (-0.96%) NAV as of Oct 19, 2026

Prices on SharpeShare since Apr 17, 2026

Range since Apr 17, 2026

Low $10.19High $11.60

Has SAWAFX beaten the S&P 500?

Since Apr 17, 2026 (to Oct 19, 2026), SAWAFX returned +11.4%; the S&P 500 (SPY) returned +8.5%.

Key figures vs the S&P 500

Return 
SAWAFX
+11.4%
S&P 500
+8.5%

Not annualized (under a year)

Largest decline 
SAWAFX
4.8%
S&P 500
4.5%
Risk-adjusted return 
SAWAFX
1.40
S&P 500
1.15
Downside risk-adjusted return 
SAWAFX
2.24
S&P 500
1.75

Apr 17, 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

PeriodSAWAFXS&P 500
1 month +2.3% +0.8%
3 months +3.6% +3.4%

Largest decline (max drawdown, since Apr 2026): 4.8%

How are your investments doing?

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