AMBFX Mutual Fund

AMBFX Mutual Fund

NAV$39.68
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Returns Overview

1 Month
+1.14%
3 Months
+0.17%
6 Months
+5.27%
YTD
+9.01%
1 Year
+17.41%
3 Years (annualized)
+16.77%
5 Years (annualized)
+9.28%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMBFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.01%
Peer Avg (YTD)
+6.28%
vs Peers
+2.72%

AMBFX Mutual Fund Performance

AMBFX performance across multiple time periods: 1-month 1.14%, YTD 9.01%, 1-year 17.41%, 3-year 16.77%, 5-year 9.28%, 10-year 10.32%.

AMBFX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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