AMFIX Mutual Fund

AMFIX Mutual Fund

NAV$23.85
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Returns Overview

1 Month
+0.12%
3 Months
+0.15%
6 Months
-0.16%
YTD
+0.54%
1 Year
+1.62%
3 Years (annualized)
+3.38%
5 Years (annualized)
+0.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMFIX 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
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📉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
Bloomberg 1-5 Year US Government/Credit A+ Index(^BBG15YSGCAI)
This Mutual Fund (YTD)
+0.54%
Peer Avg (YTD)
+2.15%
vs Peers
-1.62%

AMFIX Mutual Fund Performance

AMFIX performance across multiple time periods: 1-month 0.12%, YTD 0.54%, 1-year 1.62%, 3-year 3.38%, 5-year 0.82%.

AMFIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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