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SA US Small Company Investor (SAUMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.96-0.05 (-0.19%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.74%
5-year average return9.51%
Number of years up17
Number of years down7
Best 1-yr total return (25 Jun 2024)41.46%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return41.46%
Worst 3-yr total return5.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAUMXCategory
YTD4.68%20.19%
1-month4.72%0.02%
3-month2.86%4.36%
1-year23.57%60.18%
3-year3.21%11.32%
5-year11.13%13.88%
10-year8.09%11.19%
Last bull market26.98%27.98%
Last bear market-14.74%-24.08%

Annual total return (%) history

Year
SAUMXCategory
2024
N/AN/A
2023
17.24%N/A
2022
-14.26%N/A
2021
26.04%N/A
2020
12.14%10.99%
2019
22.15%23.75%
2018
-12.78%-12.72%
2017
11.35%12.28%
2016
22.56%20.78%
2015
-4.58%-5.38%
2014
3.58%3.79%
2013
41.46%37.39%
2012
17.59%15.46%
2011
-3.52%-4.07%
2010
29.55%25.61%
2009
33.36%31.80%
2008
-36.18%-36.56%
2007
-3.11%-1.10%
2006
14.85%15.03%
2005
5.76%6.75%
2004
16.29%18.94%
2003
49.46%43.41%
2002
-22.79%-16.22%
2001
8.88%8.92%
2000
6.46%11.89%
1999
N/A19.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.19%N/AN/AN/A
20233.88%4.07%-3.95%12.90%
2022-5.71%-14.74%-2.87%9.79%
202115.49%3.53%-1.75%7.30%
2020-31.37%22.99%5.01%26.52%
201912.33%2.74%-1.41%7.36%
2018-1.49%6.37%3.14%-19.30%
20170.67%1.10%5.55%3.65%
20161.70%1.45%6.96%11.05%
20153.81%0.08%-10.41%2.53%
20140.64%2.02%-6.95%8.42%
201312.24%4.16%10.14%9.86%
201212.56%-4.08%5.67%3.07%
20118.44%-1.24%-21.76%15.14%
20109.49%-9.46%11.88%16.81%
2009-13.40%24.06%19.98%3.46%
2008-10.15%-1.64%-1.95%-26.35%
20072.34%4.78%-3.92%-5.96%
200613.71%-6.55%-0.64%8.77%
2005-4.84%3.66%5.87%1.26%
20045.56%0.62%-3.94%13.97%
2003-4.99%25.00%9.79%14.62%
20023.17%-10.46%-21.16%6.01%
2001-5.42%18.85%-21.56%23.49%
20008.46%1.21%5.48%-8.06%
199914.26%N/AN/AN/A

Rank in category (by total return)

YTD34
1-month54
3-month29
1-year33
3-year26
5-year34

Load adjusted returns

1-year23.57%
3-year3.21%
5-year11.13%
10-year8.09%