AMGIX Mutual Fund

AMGIX Mutual Fund

NAV$44.84
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Returns Overview

1 Month
+2.29%
3 Months
+7.50%
6 Months
+11.89%
YTD
+15.40%
1 Year
+29.47%
3 Years (annualized)
+16.19%
5 Years (annualized)
+8.68%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMGIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.40%
Peer Avg (YTD)
+11.41%
vs Peers
+3.99%

AMGIX Mutual Fund Performance

AMGIX performance across multiple time periods: 1-month 2.29%, YTD 15.40%, 1-year 29.47%, 3-year 16.19%, 5-year 8.68%, 10-year 11.29%.

AMGIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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