AMAEX Mutual Fund

AMAEX Mutual Fund

NAV$11.92
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Returns Overview

1 Month
+2.96%
3 Months
-4.36%
6 Months
+3.92%
YTD
+17.47%
1 Year
+22.22%
3 Years (annualized)
+14.25%

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)
+17.47%
Peer Avg (YTD)
+12.21%
vs Peers
+5.26%

AMAEX Mutual Fund Performance

AMAEX performance across multiple time periods: 1-month 2.96%, YTD 17.47%, 1-year 22.22%, 3-year 14.25%.

AMAEX returns outperform the peer average of 12.21% 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.