SAHMX Mutual Fund

SAHMX Mutual Fund

NAV$20.05
See how much of SAHMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.35%
3 Months
-1.82%
6 Months
+3.57%
YTD
+13.63%
1 Year
+24.46%
3 Years (annualized)
+24.79%
5 Years (annualized)
+14.03%
10 Years (annualized)
+10.57%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Ex USA Value Index(^M1WDUV)
This Mutual Fund (YTD)
+13.63%
Peer Avg (YTD)
+10.38%
vs Peers
+3.24%

SAHMX Mutual Fund Performance

SAHMX performance across multiple time periods: 1-month 0.35%, YTD 13.63%, 1-year 24.46%, 3-year 24.79%, 5-year 14.03%, 10-year 10.57%.

SAHMX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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