SASMX Mutual Fund

SASMX Mutual Fund

NAV$33.42
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Returns Overview

1 Month
-7.34%
3 Months
+0.58%
6 Months
+4.96%
YTD
+11.18%
1 Year
+16.75%
3 Years (annualized)
+7.37%
5 Years (annualized)
-0.37%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SASMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.18%
Peer Avg (YTD)
+15.31%
vs Peers
-4.13%

SASMX Mutual Fund Performance

SASMX performance across multiple time periods: 1-month -7.34%, YTD 11.18%, 1-year 16.75%, 3-year 7.37%, 5-year -0.37%, 10-year 10.29%.

SASMX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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