SAMZX Mutual Fund

NAV$9.17

Returns Overview

1 Month
-1.50%
3 Months
-1.82%
6 Months
-2.96%
YTD
-2.86%
1 Year
+3.79%
3 Years (annualized)
+3.76%
5 Years (annualized)
-0.15%
10 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAMZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.86%
Peer Avg (YTD)
+3.23%
vs Peers
-6.09%

SAMZX Mutual Fund Performance

SAMZX performance across multiple time periods: 1-month -1.50%, YTD -2.86%, 1-year 3.79%, 3-year 3.76%, 5-year -0.15%, 10-year 1.53%.

SAMZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

SAMZX performance comparison shows side-by-side returns with another fund. SAMZX alternatives are available in the Mutual Fund Screener.