AMAGX Mutual Fund

NAV$108.37

Returns Overview

1 Month
+0.32%
3 Months
+19.39%
6 Months
+15.54%
YTD
+14.25%
1 Year
+29.98%
3 Years (annualized)
+19.36%
5 Years (annualized)
+12.85%
10 Years (annualized)
+17.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMAGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.25%
Peer Avg (YTD)
+8.97%
vs Peers
+5.28%

AMAGX Mutual Fund Performance

AMAGX performance across multiple time periods: 1-month 0.32%, YTD 14.25%, 1-year 29.98%, 3-year 19.36%, 5-year 12.85%, 10-year 17.53%.

AMAGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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