SAMVX Mutual Fund

NAV$13.49

Returns Overview

1 Month
+3.63%
3 Months
+13.75%
6 Months
+24.10%
YTD
+21.39%
1 Year
+58.20%
3 Years (annualized)
+22.58%
5 Years (annualized)
+15.02%
10 Years (annualized)
+14.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAMVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+21.39%
Peer Avg (YTD)
+10.82%
vs Peers
+10.58%

SAMVX Mutual Fund Performance

SAMVX performance across multiple time periods: 1-month 3.63%, YTD 21.39%, 1-year 58.20%, 3-year 22.58%, 5-year 15.02%, 10-year 14.96%.

SAMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

SAMVX performance comparison shows side-by-side returns with another fund. SAMVX alternatives are available in the Mutual Fund Screener.