AMCPX Mutual Fund

AMCPX Mutual Fund

NAV$43.65
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Returns Overview

1 Month
-2.95%
3 Months
-2.35%
6 Months
-0.14%
YTD
+2.16%
1 Year
+2.37%
3 Years (annualized)
+19.47%
5 Years (annualized)
+8.20%
10 Years (annualized)
+13.97%

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)
+2.16%
Peer Avg (YTD)
+5.23%
vs Peers
-3.08%

AMCPX Mutual Fund Performance

AMCPX performance across multiple time periods: 1-month -2.95%, YTD 2.16%, 1-year 2.37%, 3-year 19.47%, 5-year 8.20%, 10-year 13.97%.

AMCPX returns trail the peer average of 5.23% 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.