AMINX Mutual Fund

NAV$80.33

Returns Overview

1 Month
+3.58%
3 Months
+16.71%
6 Months
+14.05%
YTD
+13.01%
1 Year
+21.93%
3 Years (annualized)
+13.96%
5 Years (annualized)
+10.75%
10 Years (annualized)
+12.02%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.01%
Peer Avg (YTD)
+9.51%
vs Peers
+3.50%

AMINX Mutual Fund Performance

AMINX performance across multiple time periods: 1-month 3.58%, YTD 13.01%, 1-year 21.93%, 3-year 13.96%, 5-year 10.75%, 10-year 12.02%.

AMINX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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