AMGOX Mutual Fund

AMGOX Mutual Fund

NAV$25.71
See how much of AMGOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.81%
3 Months
+4.64%
6 Months
+5.44%
YTD
+4.11%
1 Year
+7.73%
3 Years (annualized)
+14.28%
5 Years (annualized)
+2.30%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMGOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.11%
Peer Avg (YTD)
+9.54%
vs Peers
-5.43%

AMGOX Mutual Fund Performance

AMGOX performance across multiple time periods: 1-month -5.81%, YTD 4.11%, 1-year 7.73%, 3-year 14.28%, 5-year 2.30%, 10-year 12.07%.

AMGOX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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