SAMXX Mutual Fund

SAMXX Mutual Fund

NAV$1.00
See how much of SAMXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.28%
3 Months
+0.89%
6 Months
+1.77%
YTD
+2.36%
1 Year
+3.70%
3 Years (annualized)
+3.21%
5 Years (annualized)
+2.46%
10 Years (annualized)
+1.42%

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
PROUpgrade to run

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)
+2.36%
Peer Avg (YTD)
+2.25%
vs Peers
+0.11%

SAMXX Mutual Fund Performance

SAMXX performance across multiple time periods: 1-month 0.28%, YTD 2.36%, 1-year 3.70%, 3-year 3.21%, 5-year 2.46%, 10-year 1.42%.

SAMXX returns outperform the peer average of 2.25% 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.