AMGCX Mutual Fund

NAV$11.11
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Returns Overview

1 Month
+5.13%
3 Months
+20.13%
6 Months
+9.94%
YTD
+8.78%
1 Year
+17.75%
3 Years (annualized)
+16.07%
5 Years (annualized)
+5.68%
10 Years (annualized)
+13.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMGCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.78%
Peer Avg (YTD)
+10.82%
vs Peers
-2.04%

AMGCX Mutual Fund Performance

AMGCX performance across multiple time periods: 1-month 5.13%, YTD 8.78%, 1-year 17.75%, 3-year 16.07%, 5-year 5.68%, 10-year 13.85%.

AMGCX returns trail the peer average of 10.82% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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