AMAAX Mutual Fund

NAV$10.24

Returns Overview

1 Month
+0.85%
3 Months
+2.41%
6 Months
+2.46%
YTD
+2.36%
1 Year
+6.58%
3 Years (annualized)
+3.40%
5 Years (annualized)
+0.47%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMAAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+2.36%
Peer Avg (YTD)
+1.79%
vs Peers
+0.57%

AMAAX Mutual Fund Performance

AMAAX performance across multiple time periods: 1-month 0.85%, YTD 2.36%, 1-year 6.58%, 3-year 3.40%, 5-year 0.47%, 10-year 1.49%.

AMAAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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