AMGCX Mutual Fund

AMGCX Mutual Fund

NAV$10.89
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Returns Overview

1 Month
-5.85%
3 Months
+4.42%
6 Months
+4.84%
YTD
+3.51%
1 Year
+6.95%
3 Years (annualized)
+13.05%
5 Years (annualized)
+2.15%
10 Years (annualized)
+11.41%

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
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)
+3.51%
Peer Avg (YTD)
+9.54%
vs Peers
-6.03%

AMGCX Mutual Fund Performance

AMGCX performance across multiple time periods: 1-month -5.85%, YTD 3.51%, 1-year 6.95%, 3-year 13.05%, 5-year 2.15%, 10-year 11.41%.

AMGCX returns trail the peer average of 9.54% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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