AMACX Mutual Fund

NAV$10.20

Returns Overview

1 Month
+0.79%
3 Months
+2.23%
6 Months
+2.08%
YTD
+1.98%
1 Year
+5.80%
3 Years (annualized)
+2.63%
5 Years (annualized)
-0.23%
10 Years (annualized)
+0.77%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+1.79%
vs Peers
+0.20%

AMACX Mutual Fund Performance

AMACX performance across multiple time periods: 1-month 0.79%, YTD 1.98%, 1-year 5.80%, 3-year 2.63%, 5-year -0.23%, 10-year 0.77%.

AMACX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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