AMDVX Mutual Fund

AMDVX Mutual Fund

NAV$16.18
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Returns Overview

1 Month
+1.06%
3 Months
+8.56%
6 Months
+6.46%
YTD
+15.80%
1 Year
+16.91%
3 Years (annualized)
+13.66%
5 Years (annualized)
+8.89%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMDVX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+15.80%
Peer Avg (YTD)
+9.89%
vs Peers
+5.91%

AMDVX Mutual Fund Performance

AMDVX performance across multiple time periods: 1-month 1.06%, YTD 15.80%, 1-year 16.91%, 3-year 13.66%, 5-year 8.89%, 10-year 9.65%.

AMDVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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