AMECX Mutual Fund

AMECX Mutual Fund

NAV$28.46
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Returns Overview

1 Month
+2.23%
3 Months
+2.19%
6 Months
+4.51%
YTD
+7.73%
1 Year
+15.78%
3 Years (annualized)
+13.12%
5 Years (annualized)
+8.20%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMECX 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)
+7.73%
Peer Avg (YTD)
+6.57%
vs Peers
+1.16%

AMECX Mutual Fund Performance

AMECX performance across multiple time periods: 1-month 2.23%, YTD 7.73%, 1-year 15.78%, 3-year 13.12%, 5-year 8.20%, 10-year 8.43%.

AMECX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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