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SA Emerging Markets Value Investor (SAEMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.79+0.10 (+0.94%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.54%
5-year average return4.83%
Number of years up9
Number of years down7
Best 1-yr total return (2 Jul 2024)92.34%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return92.34%
Worst 3-yr total return-10.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAEMXCategory
YTD8.83%8.73%
1-month2.10%1.20%
3-month6.67%5.47%
1-year16.70%41.79%
3-year2.21%11.48%
5-year4.69%12.18%
10-year2.39%4.39%
Last bull market14.31%17.73%
Last bear market-11.45%-25.55%

Annual total return (%) history

Year
SAEMXCategory
2024
N/AN/A
2023
15.69%N/A
2022
-11.59%N/A
2021
10.48%N/A
2020
0.90%17.90%
2019
8.05%19.25%
2018
-12.10%-16.07%
2017
31.24%34.17%
2016
17.13%8.47%
2015
-20.38%-13.79%
2014
-7.02%-3.01%
2013
-3.90%-0.14%
2012
15.55%18.15%
2011
-24.85%-19.86%
2010
22.29%19.26%
2009
92.34%73.81%
2008
-50.97%-54.44%
2007
N/A36.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.03%6.67%N/AN/A
20233.38%4.36%0.31%6.90%
20220.00%-11.45%-9.89%10.80%
20217.64%7.01%-3.77%-0.34%
2020-32.75%17.96%4.00%22.30%
20196.39%0.20%-7.21%9.23%
20181.59%-8.65%2.42%-7.52%
201712.95%2.47%5.02%7.97%
20168.40%0.52%9.25%-1.61%
2015-1.43%1.12%-19.67%-0.55%
2014-0.91%6.92%-5.33%-7.30%
2013-1.33%-10.04%7.51%0.70%
201213.77%-10.85%7.87%5.62%
20110.87%-2.82%-25.71%3.18%
20103.69%-8.31%19.32%7.79%
2009-2.55%44.78%25.39%8.72%
2008-7.01%-4.04%-23.55%-28.13%
20076.35%0.31%N/AN/A

Rank in category (by total return)

YTD31
1-month69
3-month11
1-year22
3-year10
5-year34

Load adjusted returns

1-year16.70%
3-year2.21%
5-year4.69%
10-year2.39%