AMEFX Mutual Fund

AMEFX Mutual Fund

NAV$28.54
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Returns Overview

1 Month
+2.27%
3 Months
+2.24%
6 Months
+4.61%
YTD
+7.88%
1 Year
+16.03%
3 Years (annualized)
+13.33%
5 Years (annualized)
+8.41%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMEFX 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)
+7.88%
Peer Avg (YTD)
+6.57%
vs Peers
+1.31%

AMEFX Mutual Fund Performance

AMEFX performance across multiple time periods: 1-month 2.27%, YTD 7.88%, 1-year 16.03%, 3-year 13.33%, 5-year 8.41%, 10-year 8.70%.

AMEFX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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