SAEMX Mutual Fund

NAV$14.68

Returns Overview

1 Month
-2.51%
3 Months
+20.02%
6 Months
+22.04%
YTD
+20.30%
1 Year
+38.50%
3 Years (annualized)
+21.25%
5 Years (annualized)
+10.28%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAEMX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+20.30%
Peer Avg (YTD)
+23.08%
vs Peers
-2.77%

SAEMX Mutual Fund Performance

SAEMX performance across multiple time periods: 1-month -2.51%, YTD 20.30%, 1-year 38.50%, 3-year 21.25%, 5-year 10.28%, 10-year 9.77%.

SAEMX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

SAEMX performance comparison shows side-by-side returns with another fund. SAEMX alternatives are available in the Mutual Fund Screener.