SAUMX

Mutual fund

$35.73 -$0.02 (-0.06%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $29.89High $39.11

Has SAUMX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SAUMX returned +16.3%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
SAUMX
+16.3%
S&P 500
+17.3%
Largest decline 
SAUMX
9.1%
S&P 500
8.9%
Risk-adjusted return 
SAUMX
0.82
S&P 500
1.02
Downside risk-adjusted return 
SAUMX
1.26
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

PeriodSAUMXS&P 500
1 month -1.7% +0.6%
3 months -5.0% +3.4%
Year to date +12.3% +13.3%
1 year +16.3% +17.3%
3 years (annualized) +16.7% +23.1%

Volatility (1-year, annualized): 15.6% · Largest decline (max drawdown, since Oct 2021): 24.8%

How are your investments doing?

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