SAMCX Mutual Fund

SAMCX Mutual Fund

NAV$12.35
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Returns Overview

1 Month
-3.40%
3 Months
+0.66%
6 Months
+2.00%
YTD
+2.86%
1 Year
+7.72%
3 Years (annualized)
+9.82%
5 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAMCX 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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+2.86%
Peer Avg (YTD)
+5.54%
vs Peers
-2.68%

SAMCX Mutual Fund Performance

SAMCX performance across multiple time periods: 1-month -3.40%, YTD 2.86%, 1-year 7.72%, 3-year 9.82%, 5-year 5.46%.

SAMCX returns trail the peer average of 5.54% YTD. With an expense ratio of 3.16%, investors should weigh costs against performance when evaluating this mutual fund.

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