AMGAX Mutual Fund

AMGAX Mutual Fund

NAV$19.53
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Returns Overview

1 Month
+5.20%
3 Months
+20.34%
6 Months
+10.36%
YTD
+9.26%
1 Year
+18.61%
3 Years (annualized)
+16.97%
5 Years (annualized)
+4.12%
10 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMGAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+10.82%
vs Peers
-1.55%

AMGAX Mutual Fund Performance

AMGAX performance across multiple time periods: 1-month 5.20%, YTD 9.26%, 1-year 18.61%, 3-year 16.97%, 5-year 4.12%, 10-year 13.45%.

AMGAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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