SAHMX Mutual Fund

SAHMX Mutual Fund

NAV$19.88
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Returns Overview

1 Month
-3.11%
3 Months
+3.85%
6 Months
+8.96%
YTD
+13.23%
1 Year
+24.03%
3 Years (annualized)
+23.27%
5 Years (annualized)
+15.30%
10 Years (annualized)
+11.16%

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
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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
MSCI All Country World Ex USA Value Index(^M1WDUV)
This Mutual Fund (YTD)
+13.23%
Peer Avg (YTD)
+9.89%
vs Peers
+3.34%

SAHMX Mutual Fund Performance

SAHMX performance across multiple time periods: 1-month -3.11%, YTD 13.23%, 1-year 24.03%, 3-year 23.27%, 5-year 15.30%, 10-year 11.16%.

SAHMX returns outperform the peer average of 9.89% 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.