AMCPX Mutual Fund

AMCPX Mutual Fund

NAV$45.33
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Returns Overview

1 Month
-0.80%
3 Months
+2.26%
6 Months
+4.54%
YTD
+4.61%
1 Year
+11.52%
3 Years (annualized)
+16.29%
5 Years (annualized)
+8.37%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMCPX 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)
+4.61%
Peer Avg (YTD)
+6.23%
vs Peers
-1.62%

AMCPX Mutual Fund Performance

AMCPX performance across multiple time periods: 1-month -0.80%, YTD 4.61%, 1-year 11.52%, 3-year 16.29%, 5-year 8.37%, 10-year 12.57%.

AMCPX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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