AMIGX Mutual Fund

AMIGX Mutual Fund

NAV$105.43
See how much of AMIGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.77%
3 Months
-0.38%
6 Months
+1.45%
YTD
+9.98%
1 Year
+9.37%
3 Years (annualized)
+20.54%
5 Years (annualized)
+10.42%
10 Years (annualized)
+17.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMIGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+5.23%
vs Peers
+4.74%

AMIGX Mutual Fund Performance

AMIGX performance across multiple time periods: 1-month -3.77%, YTD 9.98%, 1-year 9.37%, 3-year 20.54%, 5-year 10.42%, 10-year 17.36%.

AMIGX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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