AMFCX Mutual Fund

NAV$64.66

Returns Overview

1 Month
+2.13%
3 Months
+10.15%
6 Months
+8.48%
YTD
+7.78%
1 Year
+15.66%
3 Years (annualized)
+13.89%
5 Years (annualized)
+9.63%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMFCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+9.49%
vs Peers
-1.71%

AMFCX Mutual Fund Performance

AMFCX performance across multiple time periods: 1-month 2.13%, YTD 7.78%, 1-year 15.66%, 3-year 13.89%, 5-year 9.63%, 10-year 10.25%.

AMFCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

AMFCX performance comparison shows side-by-side returns with another fund. AMFCX alternatives are available in the Mutual Fund Screener.