SAUMX Mutual Fund

SAUMX Mutual Fund

NAV$36.62
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Returns Overview

1 Month
-4.33%
3 Months
-6.75%
6 Months
+8.95%
YTD
+11.28%
1 Year
+14.50%
3 Years (annualized)
+13.88%
5 Years (annualized)
+7.64%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAUMX 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 Index(^RUT)
This Mutual Fund (YTD)
+11.28%
Peer Avg (YTD)
+10.34%
vs Peers
+0.94%

SAUMX Mutual Fund Performance

SAUMX performance across multiple time periods: 1-month -4.33%, YTD 11.28%, 1-year 14.50%, 3-year 13.88%, 5-year 7.64%, 10-year 10.01%.

SAUMX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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