SAMAX Mutual Fund

NAV$12.65

Returns Overview

1 Month
+1.99%
3 Months
+10.59%
6 Months
+7.36%
YTD
+6.91%
1 Year
+13.72%
3 Years (annualized)
+12.00%
5 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAMAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+5.87%
vs Peers
+1.04%

SAMAX Mutual Fund Performance

SAMAX performance across multiple time periods: 1-month 1.99%, YTD 6.91%, 1-year 13.72%, 3-year 12.00%, 5-year 7.81%.

SAMAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.41%, investors should weigh costs against performance when evaluating this mutual fund.

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