SAMIX Mutual Fund

SAMIX Mutual Fund

NAV$12.49
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Returns Overview

1 Month
+1.12%
3 Months
-0.24%
6 Months
+2.93%
YTD
+4.63%
1 Year
+8.39%
3 Years (annualized)
+11.18%
5 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAMIX 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)
+4.63%
Peer Avg (YTD)
+6.28%
vs Peers
-1.65%

SAMIX Mutual Fund Performance

SAMIX performance across multiple time periods: 1-month 1.12%, YTD 4.63%, 1-year 8.39%, 3-year 11.18%, 5-year 7.22%.

SAMIX returns trail the peer average of 6.28% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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