AMIDX Mutual Fund

NAV$18.56

Returns Overview

1 Month
-3.18%
3 Months
+13.20%
6 Months
+21.19%
YTD
+18.90%
1 Year
+42.00%
3 Years (annualized)
+17.86%
5 Years (annualized)
+8.00%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMIDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+18.90%
Peer Avg (YTD)
+23.08%
vs Peers
-4.17%

AMIDX Mutual Fund Performance

AMIDX performance across multiple time periods: 1-month -3.18%, YTD 18.90%, 1-year 42.00%, 3-year 17.86%, 5-year 8.00%, 10-year 7.97%.

AMIDX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

AMIDX performance comparison shows side-by-side returns with another fund. AMIDX alternatives are available in the Mutual Fund Screener.