AMGCX Mutual Fund

AMGCX Mutual Fund

NAV$10.72
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Returns Overview

1 Month
+1.98%
3 Months
+0.93%
6 Months
+5.66%
YTD
+5.56%
1 Year
+7.02%
3 Years (annualized)
+15.06%
5 Years (annualized)
+1.59%
10 Years (annualized)
+11.54%

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)
+5.56%
Peer Avg (YTD)
+9.89%
vs Peers
-4.33%

AMGCX Mutual Fund Performance

AMGCX performance across multiple time periods: 1-month 1.98%, YTD 5.56%, 1-year 7.02%, 3-year 15.06%, 5-year 1.59%, 10-year 11.54%.

AMGCX returns trail the peer average of 9.89% 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.