AAMCX Mutual Fund

AAMCX Mutual Fund

NAV$12.80
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Returns Overview

1 Month
-0.48%
3 Months
+2.98%
6 Months
+6.70%
YTD
+7.81%
1 Year
+13.12%
3 Years (annualized)
+10.27%
5 Years (annualized)
+4.56%
10 Years (annualized)
+5.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAMCX 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
Morningstar Moderately Conservative Target Risk Total Return Index
This Mutual Fund (YTD)
+7.81%
Peer Avg (YTD)
+5.54%
vs Peers
+2.27%

AAMCX Mutual Fund Performance

AAMCX performance across multiple time periods: 1-month -0.48%, YTD 7.81%, 1-year 13.12%, 3-year 10.27%, 5-year 4.56%, 10-year 5.18%.

AAMCX returns outperform the peer average of 5.54% YTD. With an expense ratio of 2.66%, investors should weigh costs against performance when evaluating this mutual fund.

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