SAHMX

Mutual fund

$19.96 -$0.14 (-0.70%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $16.75High $20.88

Has SAHMX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SAHMX returned +24.7%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
SAHMX
+24.7%
S&P 500
+17.3%
Largest decline 
SAHMX
8.7%
S&P 500
8.9%
Risk-adjusted return 
SAHMX
1.59
S&P 500
1.02
Downside risk-adjusted return 
SAHMX
2.44
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

PeriodSAHMXS&P 500
1 month -1.7% +0.6%
3 months +1.1% +3.4%
Year to date +14.1% +13.3%
1 year +24.7% +17.3%
3 years (annualized) +23.5% +23.1%

Volatility (1-year, annualized): 12.2% · Largest decline (max drawdown, since Oct 2021): 25.1%

How are your investments doing?

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