AMCZX Mutual Fund

AMCZX Mutual Fund

NAV$19.99
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Returns Overview

1 Month
-5.71%
3 Months
+4.78%
6 Months
+5.41%
YTD
+3.18%
1 Year
+8.16%
3 Years (annualized)
+14.29%
5 Years (annualized)
+3.29%
10 Years (annualized)
+13.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMCZX 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)
+3.18%
Peer Avg (YTD)
+9.54%
vs Peers
-6.36%

AMCZX Mutual Fund Performance

AMCZX performance across multiple time periods: 1-month -5.71%, YTD 3.18%, 1-year 8.16%, 3-year 14.29%, 5-year 3.29%, 10-year 13.63%.

AMCZX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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