AHMRX Mutual Fund

AHMRX Mutual Fund

NAV$10.00
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Returns Overview

1 Month
-1.24%
3 Months
+6.60%
6 Months
+11.54%
YTD
+1.37%
1 Year
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHMRX 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

This Mutual Fund (YTD)
+1.37%
Peer Avg (YTD)
+7.23%
vs Peers
-5.86%

AHMRX Mutual Fund Performance

AHMRX performance across multiple time periods: 1-month -1.24%, YTD 1.37%, 1-year 1.61%.

AHMRX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

AHMRX performance comparison shows side-by-side returns with another fund. AHMRX alternatives are available in the Mutual Fund Screener.