SAMHX Mutual Fund

SAMHX Mutual Fund

NAV$7.78
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Returns Overview

1 Month
-0.06%
3 Months
+0.38%
6 Months
+0.93%
YTD
+1.34%
1 Year
+4.82%
3 Years (annualized)
+7.09%
5 Years (annualized)
+3.66%
10 Years (annualized)
+5.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAMHX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US High Yield, BB-B Rated, Constrained Index(^IBMLHYBC)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+0.12%
vs Peers
+1.22%

SAMHX Mutual Fund Performance

SAMHX performance across multiple time periods: 1-month -0.06%, YTD 1.34%, 1-year 4.82%, 3-year 7.09%, 5-year 3.66%, 10-year 5.92%.

SAMHX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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