AMHIX Mutual Fund

AMHIX Mutual Fund

NAV$14.98
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Returns Overview

1 Month
+2.98%
3 Months
-1.64%
6 Months
-1.55%
YTD
-0.20%
1 Year
+0.32%
3 Years (annualized)
+6.61%
5 Years (annualized)
+1.20%
10 Years (annualized)
+2.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMHIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
-0.20%
Peer Avg (YTD)
-0.87%
vs Peers
+0.66%

AMHIX Mutual Fund Performance

AMHIX performance across multiple time periods: 1-month 2.98%, YTD -0.20%, 1-year 0.32%, 3-year 6.61%, 5-year 1.20%, 10-year 2.92%.

AMHIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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