SAHMX Mutual Fund

NAV$20.56
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Returns Overview

1 Month
-1.89%
3 Months
+4.92%
6 Months
+9.78%
YTD
+9.03%
1 Year
+28.93%
3 Years (annualized)
+21.12%
5 Years (annualized)
+13.72%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAHMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Ex USA Value Index(^M1WDUV)
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+8.71%
vs Peers
+0.31%

SAHMX Mutual Fund Performance

SAHMX performance across multiple time periods: 1-month -1.89%, YTD 9.03%, 1-year 28.93%, 3-year 21.12%, 5-year 13.72%, 10-year 11.21%.

SAHMX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

SAHMX performance comparison shows side-by-side returns with another fund. SAHMX alternatives are available in the Mutual Fund Screener.