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SA International Value Investor (SAHMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.51+0.11 (+0.82%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.48%
5-year average return7.54%
Number of years up14
Number of years down10
Best 1-yr total return (2 Jul 2024)39.60%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return39.60%
Worst 3-yr total return-2.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAHMXCategory
YTD5.65%11.56%
1-month-3.77%-2.20%
3-month-0.90%4.11%
1-year12.57%35.63%
3-year6.41%5.74%
5-year7.35%8.25%
10-year3.49%4.29%
Last bull market19.15%13.65%
Last bear market-12.06%-23.43%

Annual total return (%) history

Year
SAHMXCategory
2024
N/AN/A
2023
16.48%N/A
2022
-3.74%N/A
2021
17.53%N/A
2020
-2.47%0.88%
2019
14.61%17.80%
2018
-17.93%-15.44%
2017
25.04%22.08%
2016
7.30%3.34%
2015
-6.98%-3.10%
2014
-6.98%-6.32%
2013
22.42%20.81%
2012
14.17%16.21%
2011
-17.12%-12.77%
2010
10.02%7.48%
2009
39.60%30.33%
2008
-48.62%-42.41%
2007
11.53%9.01%
2006
32.22%25.98%
2005
15.66%13.19%
2004
24.96%21.99%
2003
45.92%39.07%
2002
-14.84%-12.37%
2001
-12.82%-15.98%
2000
-0.11%-6.76%
1999
N/A30.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.60%-0.90%N/AN/A
20235.55%3.56%0.57%5.95%
20222.24%-12.06%-10.04%19.03%
202111.13%3.99%0.08%1.62%
2020-30.90%13.56%1.95%21.91%
20197.77%1.29%-2.55%7.74%
2018-2.17%-2.70%0.84%-14.50%
20175.48%3.90%8.12%5.52%
2016-4.80%-1.82%8.73%5.58%
20153.54%1.98%-14.90%3.52%
20141.25%3.88%-6.83%-5.08%
20132.41%-0.39%13.68%5.57%
201210.70%-9.77%7.14%6.68%
20114.42%-0.61%-22.26%2.72%
20101.46%-13.85%16.52%8.01%
2009-14.65%32.76%23.38%-0.15%
2008-9.05%-6.78%-19.13%-25.07%
20075.07%8.44%0.96%-3.04%
200612.01%-0.74%6.12%12.06%
20050.85%-1.38%11.02%4.75%
20046.03%0.99%-0.18%16.90%
2003-7.06%22.06%10.26%16.68%
20021.06%-0.93%-20.37%6.83%
2001-7.87%3.07%-14.56%7.46%
2000-4.40%4.61%-4.80%4.93%
19991.27%N/AN/AN/A

Rank in category (by total return)

YTD29
1-month74
3-month77
1-year34
3-year19
5-year29

Load adjusted returns

1-year12.57%
3-year6.41%
5-year7.35%
10-year3.49%