SAEMX

Mutual fund

$15.27 -$0.02 (-0.13%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.08High $15.96

Has SAEMX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SAEMX returned +28.0%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
SAEMX
+28.0%
S&P 500
+17.3%
Largest decline 
SAEMX
12.2%
S&P 500
8.9%
Risk-adjusted return 
SAEMX
1.26
S&P 500
1.02
Downside risk-adjusted return 
SAEMX
1.79
S&P 500
1.51

Oct 16, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSAEMXS&P 500
1 month -1.9% +0.6%
3 months +4.6% +3.4%
Year to date +22.8% +13.3%
1 year +28.0% +17.3%
3 years (annualized) +22.3% +23.1%

Volatility (1-year, annualized): 18.2% · Largest decline (max drawdown, since Oct 2021): 24.9%

How are your investments doing?

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