AMBLI Mutual Fund

AMBLI Mutual Fund

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Returns Overview

1 Month
+2.90%
3 Months
+5.65%
6 Months
+11.34%
YTD
+14.50%
1 Year
+12.11%
3 Years (annualized)
+6.46%
5 Years (annualized)
+5.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMBLI 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
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+14.50%
Peer Avg (YTD)
+6.72%
vs Peers
+7.77%

AMBLI Mutual Fund Performance

AMBLI performance across multiple time periods: 1-month 2.90%, YTD 14.50%, 1-year 12.11%, 3-year 6.46%, 5-year 5.69%.

AMBLI returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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