SAUMX Mutual Fund

SAUMX Mutual Fund

NAV$36.11
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Returns Overview

1 Month
-0.40%
3 Months
+3.28%
6 Months
+8.09%
YTD
+17.64%
1 Year
+20.25%
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)
+17.64%
Peer Avg (YTD)
+15.20%
vs Peers
+2.44%

SAUMX Mutual Fund Performance

SAUMX performance across multiple time periods: 1-month -0.40%, YTD 17.64%, 1-year 20.25%, 3-year 13.88%, 5-year 7.64%, 10-year 10.01%.

SAUMX returns outperform the peer average of 15.20% 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.