SAXIX
Prices on SharpeShare since Oct 20, 2021
52-week range
Low $8.50High $8.93
Has SAXIX beaten the S&P 500?
Over the last year (to Oct 19, 2026), SAXIX returned +0.7%; the S&P 500 (SPY) returned +17.3%.
Oct 16, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.
How are your investments doing?
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Returns by period
| Period | SAXIX | S&P 500 |
|---|---|---|
| 1 month | +0.4% | +0.6% |
| 3 months | -0.6% | +3.4% |
| Year to date | +0.8% | +13.3% |
| 1 year | +0.7% | +17.3% |
| 3 years (annualized) | +4.0% | +23.1% |
Volatility (1-year, annualized): 2.0% · Largest decline (max drawdown, since Oct 2021): 8.3%
How are your investments doing?
Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.
Free for 7 days, no card. Then $9/month.
Straight from your broker. Read-only. Never a recommendation.
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