SAMVX Mutual Fund

SAMVX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
+0.68%
3 Months
-1.92%
6 Months
+3.27%
YTD
+17.46%
1 Year
+25.52%
3 Years (annualized)
+17.33%
5 Years (annualized)
+8.84%
10 Years (annualized)
+9.80%

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
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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 Midcap Value Index
This Mutual Fund (YTD)
+17.46%
Peer Avg (YTD)
+9.89%
vs Peers
+7.57%

SAMVX Mutual Fund Performance

SAMVX performance across multiple time periods: 1-month 0.68%, YTD 17.46%, 1-year 25.52%, 3-year 17.33%, 5-year 8.84%, 10-year 9.80%.

SAMVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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