AMINX Mutual Fund

AMINX Mutual Fund

NAV$79.22
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Returns Overview

1 Month
-0.96%
3 Months
+7.19%
6 Months
+10.51%
YTD
+12.95%
1 Year
+20.83%
3 Years (annualized)
+15.39%
5 Years (annualized)
+10.06%
10 Years (annualized)
+11.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMINX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.95%
Peer Avg (YTD)
+9.41%
vs Peers
+3.54%

AMINX Mutual Fund Performance

AMINX performance across multiple time periods: 1-month -0.96%, YTD 12.95%, 1-year 20.83%, 3-year 15.39%, 5-year 10.06%, 10-year 11.59%.

AMINX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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