SAMZX Mutual Fund

SAMZX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
-1.30%
3 Months
-0.80%
6 Months
-0.93%
YTD
-0.50%
1 Year
+2.72%
3 Years (annualized)
+3.43%
5 Years (annualized)
-0.64%
10 Years (annualized)
+1.34%

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)
-0.50%
Peer Avg (YTD)
+0.12%
vs Peers
-0.62%

SAMZX Mutual Fund Performance

SAMZX performance across multiple time periods: 1-month -1.30%, YTD -0.50%, 1-year 2.72%, 3-year 3.43%, 5-year -0.64%, 10-year 1.34%.

SAMZX returns trail the peer average of 0.12% 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.