AMANX Mutual Fund

NAV$81.50

Returns Overview

1 Month
+3.56%
3 Months
+16.64%
6 Months
+13.90%
YTD
+12.88%
1 Year
+21.63%
3 Years (annualized)
+13.70%
5 Years (annualized)
+10.49%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMANX 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)
+12.88%
Peer Avg (YTD)
+9.51%
vs Peers
+3.38%

AMANX Mutual Fund Performance

AMANX performance across multiple time periods: 1-month 3.56%, YTD 12.88%, 1-year 21.63%, 3-year 13.70%, 5-year 10.49%, 10-year 11.76%.

AMANX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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