AMACX Mutual Fund

AMACX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
-0.18%
3 Months
-1.20%
6 Months
-1.60%
YTD
-0.03%
1 Year
+3.63%
3 Years (annualized)
+2.24%
5 Years (annualized)
-0.65%
10 Years (annualized)
+0.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMACX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-0.03%
Peer Avg (YTD)
+0.15%
vs Peers
-0.18%

AMACX Mutual Fund Performance

AMACX performance across multiple time periods: 1-month -0.18%, YTD -0.03%, 1-year 3.63%, 3-year 2.24%, 5-year -0.65%, 10-year 0.60%.

AMACX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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