SAMBX Mutual Fund

SAMBX Mutual Fund

NAV$7.64
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Returns Overview

1 Month
+0.79%
3 Months
+1.70%
6 Months
+3.73%
YTD
+3.54%
1 Year
+6.39%
3 Years (annualized)
+7.60%
5 Years (annualized)
+6.08%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAMBX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+0.12%
vs Peers
+3.42%

SAMBX Mutual Fund Performance

SAMBX performance across multiple time periods: 1-month 0.79%, YTD 3.54%, 1-year 6.39%, 3-year 7.60%, 5-year 6.08%, 10-year 4.87%.

SAMBX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

SAMBX vs another fund shows side-by-side returns. SAMBX alternatives are available in the Mutual Fund Screener.