AMFEX Mutual Fund

NAV$21.96

Returns Overview

1 Month
-0.38%
3 Months
+9.71%
6 Months
+12.45%
YTD
+11.98%
1 Year
+23.81%
3 Years (annualized)
+17.51%
5 Years (annualized)
+10.97%

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
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 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+11.98%
Peer Avg (YTD)
+9.51%
vs Peers
+2.47%

AMFEX Mutual Fund Performance

AMFEX performance across multiple time periods: 1-month -0.38%, YTD 11.98%, 1-year 23.81%, 3-year 17.51%, 5-year 10.97%.

AMFEX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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