SAWMX

Mutual fund

$14.13 -$0.03 (-0.21%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.65High $14.44

Has SAWMX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SAWMX returned +16.2%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
SAWMX
+16.2%
S&P 500
+17.3%
Largest decline 
SAWMX
5.8%
S&P 500
8.9%
Risk-adjusted return 
SAWMX
1.59
S&P 500
1.02
Downside risk-adjusted return 
SAWMX
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

PeriodSAWMXS&P 500
1 month -0.3% +0.6%
3 months +0.9% +3.4%
Year to date +11.7% +13.3%
1 year +16.2% +17.3%
3 years (annualized) +15.0% +23.1%

Volatility (1-year, annualized): 7.3% · Largest decline (max drawdown, since Oct 2021): 17.6%

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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