SASMX Mutual Fund

SASMX Mutual Fund

NAV$32.53
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Returns Overview

1 Month
-3.98%
3 Months
-10.60%
6 Months
+8.73%
YTD
+5.74%
1 Year
+4.53%
3 Years (annualized)
+9.56%
5 Years (annualized)
-0.75%
10 Years (annualized)
+10.10%

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)
+5.74%
Peer Avg (YTD)
+10.34%
vs Peers
-4.60%

SASMX Mutual Fund Performance

SASMX performance across multiple time periods: 1-month -3.98%, YTD 5.74%, 1-year 4.53%, 3-year 9.56%, 5-year -0.75%, 10-year 10.10%.

SASMX returns trail the peer average of 10.34% 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.