AMAEX Mutual Fund

AMAEX Mutual Fund

NAV$12.67
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Returns Overview

1 Month
-0.64%
3 Months
+8.65%
6 Months
+16.39%
YTD
+24.05%
1 Year
+26.51%
3 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMAEX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+24.05%
Peer Avg (YTD)
+15.31%
vs Peers
+8.74%

AMAEX Mutual Fund Performance

AMAEX performance across multiple time periods: 1-month -0.64%, YTD 24.05%, 1-year 26.51%, 3-year 10.24%.

AMAEX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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