SAMKX Mutual Fund

SAMKX Mutual Fund

NAV$46.37
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Returns Overview

1 Month
+0.18%
3 Months
+4.24%
6 Months
+7.94%
YTD
+9.86%
1 Year
+18.85%
3 Years (annualized)
+17.85%
5 Years (annualized)
+11.55%
10 Years (annualized)
+14.20%

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)
+9.86%
Peer Avg (YTD)
+9.41%
vs Peers
+0.45%

SAMKX Mutual Fund Performance

SAMKX performance across multiple time periods: 1-month 0.18%, YTD 9.86%, 1-year 18.85%, 3-year 17.85%, 5-year 11.55%, 10-year 14.20%.

SAMKX returns outperform the peer average of 9.41% 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.