Samco Active Momentum Fund — rolling returns

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 561 separate one-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Common questions about Samco Active Momentum Fund

What is the 1-year rolling return of Samco Active Momentum Fund?

Across 561 overlapping 1-year holding periods between 12 July 2023 and 16 October 2026, the Direct plan of Samco Active Momentum Fund returned an average of 8.96% a year, with a median of 3.93%. The best 1-year stretch returned 53.82% a year and the worst returned -18.67%.

Has Samco Active Momentum Fund ever lost money over 1 years?

Yes. 39.9% of the 561 1-year holding periods in this fund's history ended below zero. The worst returned -18.67% a year, for someone who invested on 16 December 2024 and sold on 16 December 2025.

What is the difference between the Direct and Regular plans of Samco Active Momentum Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 1-year rolling returns averaged 8.96% a year on the Direct plan against 7.45% on the Regular plan, a difference of 1.50% a year.

What is the 3-year rolling return of Samco Active Momentum Fund?

Samco Active Momentum Fund has 70 windows at the 3-year holding period, because its NAV record begins on 12 July 2023. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.