AMBLI Mutual Fund

Returns Overview

1 Month
-0.36%
3 Months
+5.39%
6 Months
+9.29%
YTD
+8.38%
1 Year
+10.08%
3 Years (annualized)
+5.50%
5 Years (annualized)
+4.99%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+10.82%
vs Peers
-2.44%

AMBLI Mutual Fund Performance

AMBLI performance across multiple time periods: 1-month -0.36%, YTD 8.38%, 1-year 10.08%, 3-year 5.50%, 5-year 4.99%.

AMBLI returns trail the peer average of 10.82% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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