SAMBX Mutual Fund

SAMBX Mutual Fund

NAV$7.59
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Returns Overview

1 Month
+0.41%
3 Months
+2.14%
6 Months
+4.53%
YTD
+4.93%
1 Year
+6.73%
3 Years (annualized)
+7.52%
5 Years (annualized)
+6.23%
10 Years (annualized)
+4.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAMBX 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
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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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+4.93%
Peer Avg (YTD)
+0.50%
vs Peers
+4.43%

SAMBX Mutual Fund Performance

SAMBX performance across multiple time periods: 1-month 0.41%, YTD 4.93%, 1-year 6.73%, 3-year 7.52%, 5-year 6.23%, 10-year 4.94%.

SAMBX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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