SAMT

The Advisorsa Inner Circle Fund III

SAMT

The Advisorsa Inner Circle Fund III

The Advisorsa Inner Circle Fund III

SAMT

NASDAQ

$ -

Comprehensive analysis of historical returns, risk metrics, valuations, and growth rates.

trending_upPerformance Summary

Updated: 2026-03-18

YTD Return

1.96%

vs Jan 1

1Y Return

38.59%

Trailing 12M

3Y Return (Ann.)

23.29%

Annualized

Returns Comparison

2.0%

38.6%

23.3%

YTD1Y3YAnn.

Risk Profile

1Y Volatility13.32%

Sharpe Ratio (3Y)1.23

Beta (vs S&P 500)0.91

Beta below 1.0 suggests defensive characteristics compared to the broad market.

Valuation Metrics

P/E

23.06

21.14

PortfolioCategory Avg.

P/B

4.18

4.58

PortfolioCategory Avg.

P/S

2.17

2.86

PortfolioCategory Avg.

P/CF

11.75

14.32

PortfolioCategory Avg.

Growth Rates

Revenue

8.1%

8.7%

PortfolioCategory Avg.

EPS

7.7%

13.7%

PortfolioCategory Avg.

Cash Flow

7.0%

13.2%

PortfolioCategory Avg.

Book Value

6.6%

9.8%

PortfolioCategory Avg.

The Advisorsa Inner Circle Fund III

trending_upPerformance Summary

Returns Comparison

Risk Profile

Valuation Metrics

Growth Rates

The Advisorsa Inner Circle Fund III