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SA Worldwide Moderate Growth (SAWMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.70+0.02 (+0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.36%
5-year average return7.08%
Number of years up6
Number of years down2
Best 1-yr total return (27 Jun 2024)16.67%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return16.67%
Worst 3-yr total return3.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAWMXCategory
YTD6.64%8.60%
1-month2.99%0.11%
3-month4.08%4.82%
1-year18.42%25.33%
3-year4.26%8.02%
5-year8.15%8.06%
10-year0.00%6.03%
Last bull market16.48%13.54%
Last bear market-9.80%-13.20%

Annual total return (%) history

Year
SAWMXCategory
2024
N/AN/A
2023
13.59%N/A
2022
-8.91%N/A
2021
16.67%N/A
2020
4.12%6.18%
2019
16.49%16.10%
2018
-7.89%-8.26%
2017
15.57%14.79%
2016
10.73%6.04%
2015
N/A-4.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.00%N/AN/AN/A
20233.47%3.45%-0.74%6.91%
2022-2.25%-9.80%-5.19%8.96%
20218.18%4.47%-0.66%3.92%
2020-21.96%12.77%3.56%14.24%
20198.38%2.07%-0.46%5.79%
2018-1.06%0.44%3.01%-10.03%
20173.96%2.19%4.10%4.50%
20161.08%1.17%4.52%3.60%
20153.05%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month65
3-month25
1-year18
3-year15
5-year13

Load adjusted returns

1-year18.42%
3-year4.26%
5-year8.15%
10-yearN/A