SAMXX Mutual Fund

SAMXX Mutual Fund

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Returns Overview

3 Months
+0.57%
6 Months
+1.48%
YTD
+2.65%
1 Year
+3.29%
3 Years (annualized)
+3.00%
5 Years (annualized)
+2.51%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAMXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
3-Month US T-Bills Index(SPUTB3M)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+2.21%
vs Peers
+0.44%

SAMXX Mutual Fund Performance

SAMXX performance across multiple time periods: YTD 2.65%, 1-year 3.29%, 3-year 3.00%, 5-year 2.51%, 10-year 1.45%.

SAMXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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