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Sa Worldwide Moderate Growth Fund: (MF: SAWMX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:14 PM ET

$12.96 USD

-0.01 (-0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.56 7
3 months 7.98 6
6 months 12.14 12
1 Year 21.70 21
3 Year 14.99 39
5 Year 9.80 18
10 Year 9.64 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 18.13
5 Year 9.38
10 Year 8.39
Since Inception 7.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.11 5.87 5.46 3.60
2024 6.00 0.34 5.64 -2.21
2023 3.46 3.44 -0.74 6.85
2022 -2.24 -9.79 -5.19 8.96
2021 8.17 4.46 -0.65 3.90

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.5618.139.8713.52-8.9016.644.1616.44-7.8915.5410.73
% Total Return Rel to Index 2.02-0.08-15.15-12.719.29-12.03-14.23-15.04-3.50-6.25-1.20
% Total Return Rel to Peer 1.233.62-0.040.374.065.14-6.52-0.75-1.392.084.46
% Perf Quintile vs Peer* 1.002.000.003.001.002.005.004.004.003.001.00
% Dividends 0.000.330.370.200.270.160.190.250.200.140.14
% Yield 0.002.473.072.832.451.241.702.131.921.181.35
Capital Gains ($) 0.000.410.370.250.570.380.330.310.460.160.05
Expense Ratio 0.001.501.500.700.670.760.750.870.003.850.00

* 1 = Top 20%, 5 = Bottom 20%