SAMZX Mutual Fund

SAMZX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
+2.14%
3 Months
-0.31%
6 Months
-1.11%
YTD
-0.81%
1 Year
-0.54%
3 Years (annualized)
+4.96%
5 Years (annualized)
-0.50%
10 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAMZX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.81%
Peer Avg (YTD)
+1.93%
vs Peers
-2.74%

SAMZX Mutual Fund Performance

SAMZX performance across multiple time periods: 1-month 2.14%, YTD -0.81%, 1-year -0.54%, 3-year 4.96%, 5-year -0.50%, 10-year 1.04%.

SAMZX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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