AMFNX Mutual Fund

NAV$8.50

Returns Overview

1 Month
-3.11%
3 Months
+2.43%
6 Months
+9.35%
YTD
+8.23%
1 Year
+19.45%
3 Years (annualized)
-3.49%
5 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMFNX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
LAB Managed Futures Liquid Index(CSLABMF)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+12.13%
vs Peers
-3.91%

AMFNX Mutual Fund Performance

AMFNX performance across multiple time periods: 1-month -3.11%, YTD 8.23%, 1-year 19.45%, 3-year -3.49%, 5-year 2.43%.

AMFNX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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