SASMX Mutual Fund

NAV$35.63

Returns Overview

1 Month
+6.97%
3 Months
+21.62%
6 Months
+19.98%
YTD
+18.28%
1 Year
+27.90%
3 Years (annualized)
+11.03%
5 Years (annualized)
+0.88%
10 Years (annualized)
+11.82%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.28%
Peer Avg (YTD)
+18.52%
vs Peers
-0.25%

SASMX Mutual Fund Performance

SASMX performance across multiple time periods: 1-month 6.97%, YTD 18.28%, 1-year 27.90%, 3-year 11.03%, 5-year 0.88%, 10-year 11.82%.

SASMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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