SAUFX

Mutual fund

$9.45 -$0.01 (-0.11%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $9.39High $9.76

Has SAUFX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SAUFX returned +1.2%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
SAUFX
+1.2%
S&P 500
+17.3%
Largest decline 
SAUFX
1.3%
S&P 500
8.9%
Risk-adjusted return 
SAUFX
-1.65
S&P 500
1.02
Downside risk-adjusted return 
SAUFX
-2.13
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

PeriodSAUFXS&P 500
1 month +0.1% +0.6%
3 months -0.4% +3.4%
Year to date +0.7% +13.3%
1 year +1.2% +17.3%
3 years (annualized) +3.9% +23.1%

Volatility (1-year, annualized): 1.6% · Largest decline (max drawdown, since Oct 2021): 6.6%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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