SAMZX Mutual Fund

SAMZX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
-2.71%
3 Months
-3.67%
6 Months
-2.93%
YTD
-2.89%
1 Year
-1.94%
3 Years (annualized)
+3.72%
5 Years (annualized)
-0.51%
10 Years (annualized)
+1.37%

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)
-2.89%
Peer Avg (YTD)
+0.50%
vs Peers
-3.39%

SAMZX Mutual Fund Performance

SAMZX performance across multiple time periods: 1-month -2.71%, YTD -2.89%, 1-year -1.94%, 3-year 3.72%, 5-year -0.51%, 10-year 1.37%.

SAMZX returns trail the peer average of 0.50% 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.