SAMHX Mutual Fund

SAMHX Mutual Fund

NAV$7.52
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Returns Overview

1 Month
-2.68%
3 Months
-1.73%
6 Months
+0.38%
YTD
-0.36%
1 Year
+0.96%
3 Years (annualized)
+7.36%
5 Years (annualized)
+3.73%
10 Years (annualized)
+5.79%

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
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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)
-0.36%
Peer Avg (YTD)
+0.50%
vs Peers
-0.86%

SAMHX Mutual Fund Performance

SAMHX performance across multiple time periods: 1-month -2.68%, YTD -0.36%, 1-year 0.96%, 3-year 7.36%, 5-year 3.73%, 10-year 5.79%.

SAMHX returns trail the peer average of 0.50% 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.