AMFCX Mutual Fund

AMFCX Mutual Fund

NAV$62.34
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Returns Overview

1 Month
+0.71%
3 Months
+5.04%
6 Months
+7.07%
YTD
+8.55%
1 Year
+15.18%
3 Years (annualized)
+13.85%
5 Years (annualized)
+9.90%
10 Years (annualized)
+10.32%

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
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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)
+8.55%
Peer Avg (YTD)
+11.41%
vs Peers
-2.87%

AMFCX Mutual Fund Performance

AMFCX performance across multiple time periods: 1-month 0.71%, YTD 8.55%, 1-year 15.18%, 3-year 13.85%, 5-year 9.90%, 10-year 10.32%.

AMFCX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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