AMCPX Mutual Fund

AMCPX Mutual Fund

NAV$45.00
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Returns Overview

1 Month
+2.10%
3 Months
+0.18%
6 Months
+9.06%
YTD
+6.81%
1 Year
+12.69%
3 Years (annualized)
+17.77%
5 Years (annualized)
+10.00%
10 Years (annualized)
+14.25%

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)
+6.81%
Peer Avg (YTD)
+8.51%
vs Peers
-1.70%

AMCPX Mutual Fund Performance

AMCPX performance across multiple time periods: 1-month 2.10%, YTD 6.81%, 1-year 12.69%, 3-year 17.77%, 5-year 10.00%, 10-year 14.25%.

AMCPX returns trail the peer average of 8.51% 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.