AMFEX Mutual Fund

AMFEX Mutual Fund

NAV$21.89
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Returns Overview

1 Month
+1.91%
3 Months
+3.30%
6 Months
+9.06%
YTD
+16.11%
1 Year
+23.53%
3 Years (annualized)
+18.52%
5 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMFEX 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 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+16.11%
Peer Avg (YTD)
+11.21%
vs Peers
+4.90%

AMFEX Mutual Fund Performance

AMFEX performance across multiple time periods: 1-month 1.91%, YTD 16.11%, 1-year 23.53%, 3-year 18.52%, 5-year 10.94%.

AMFEX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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