AMGAX Mutual Fund

AMGAX Mutual Fund

NAV$18.72
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Returns Overview

1 Month
-5.75%
3 Months
+4.71%
6 Months
+5.24%
YTD
+2.98%
1 Year
+7.85%
3 Years (annualized)
+13.97%
5 Years (annualized)
+2.98%
10 Years (annualized)
+12.31%

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)
+2.98%
Peer Avg (YTD)
+9.54%
vs Peers
-6.56%

AMGAX Mutual Fund Performance

AMGAX performance across multiple time periods: 1-month -5.75%, YTD 2.98%, 1-year 7.85%, 3-year 13.97%, 5-year 2.98%, 10-year 12.31%.

AMGAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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