SAMKX Mutual Fund

SAMKX Mutual Fund

NAV$46.25
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Returns Overview

1 Month
+2.10%
3 Months
+1.90%
6 Months
+10.68%
YTD
+12.17%
1 Year
+18.83%
3 Years (annualized)
+19.25%
5 Years (annualized)
+11.43%
10 Years (annualized)
+14.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAMKX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+11.21%
vs Peers
+0.96%

SAMKX Mutual Fund Performance

SAMKX performance across multiple time periods: 1-month 2.10%, YTD 12.17%, 1-year 18.83%, 3-year 19.25%, 5-year 11.43%, 10-year 14.43%.

SAMKX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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