SAUMX Mutual Fund

SAUMX Mutual Fund

NAV$37.66
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Returns Overview

1 Month
-2.14%
3 Months
+4.83%
6 Months
+12.25%
YTD
+18.11%
1 Year
+26.98%
3 Years (annualized)
+13.99%
5 Years (annualized)
+8.15%
10 Years (annualized)
+10.21%

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)
+18.11%
Peer Avg (YTD)
+15.31%
vs Peers
+2.80%

SAUMX Mutual Fund Performance

SAUMX performance across multiple time periods: 1-month -2.14%, YTD 18.11%, 1-year 26.98%, 3-year 13.99%, 5-year 8.15%, 10-year 10.21%.

SAUMX returns outperform the peer average of 15.31% 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.