SAMAX Mutual Fund

SAMAX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
-1.75%
3 Months
-4.05%
6 Months
+6.12%
YTD
+2.58%
1 Year
+4.65%
3 Years (annualized)
+10.88%
5 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAMAX 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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+2.58%
Peer Avg (YTD)
+4.96%
vs Peers
-2.38%

SAMAX Mutual Fund Performance

SAMAX performance across multiple time periods: 1-month -1.75%, YTD 2.58%, 1-year 4.65%, 3-year 10.88%, 5-year 6.96%.

SAMAX returns trail the peer average of 4.96% YTD. With an expense ratio of 2.41%, investors should weigh costs against performance when evaluating this mutual fund.

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