AMECX Mutual Fund

AMECX Mutual Fund

NAV$26.86
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Returns Overview

1 Month
+1.47%
3 Months
+3.20%
6 Months
+2.12%
YTD
+9.31%
1 Year
+14.42%
3 Years (annualized)
+14.47%
5 Years (annualized)
+8.23%
10 Years (annualized)
+8.63%

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)
+9.31%
Peer Avg (YTD)
+7.17%
vs Peers
+2.14%

AMECX Mutual Fund Performance

AMECX performance across multiple time periods: 1-month 1.47%, YTD 9.31%, 1-year 14.42%, 3-year 14.47%, 5-year 8.23%, 10-year 8.63%.

AMECX returns outperform the peer average of 7.17% 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.