AMFIX Mutual Fund

AMFIX Mutual Fund

NAV$24.04
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Returns Overview

1 Month
-0.01%
3 Months
+0.07%
6 Months
+0.28%
YTD
+0.42%
1 Year
+2.20%
3 Years (annualized)
+3.40%
5 Years (annualized)
+0.77%

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
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
Bloomberg 1-5 Year US Government/Credit A+ Index(^BBG15YSGCAI)
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+0.12%
vs Peers
+0.30%

AMFIX Mutual Fund Performance

AMFIX performance across multiple time periods: 1-month -0.01%, YTD 0.42%, 1-year 2.20%, 3-year 3.40%, 5-year 0.77%.

AMFIX returns outperform the peer average of 0.12% 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.