AMFFX Mutual Fund

NAV$65.94

Returns Overview

1 Month
+2.19%
3 Months
+10.33%
6 Months
+8.85%
YTD
+8.14%
1 Year
+16.45%
3 Years (annualized)
+14.68%
5 Years (annualized)
+10.40%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMFFX 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)
+8.14%
Peer Avg (YTD)
+9.49%
vs Peers
-1.35%

AMFFX Mutual Fund Performance

AMFFX performance across multiple time periods: 1-month 2.19%, YTD 8.14%, 1-year 16.45%, 3-year 14.68%, 5-year 10.40%, 10-year 10.98%.

AMFFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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