AMINX Mutual Fund

AMINX Mutual Fund

NAV$78.87
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Returns Overview

1 Month
-0.24%
3 Months
+2.34%
6 Months
+5.99%
YTD
+12.68%
1 Year
+19.70%
3 Years (annualized)
+15.37%
5 Years (annualized)
+10.52%
10 Years (annualized)
+12.10%

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)
+12.68%
Peer Avg (YTD)
+11.21%
vs Peers
+1.47%

AMINX Mutual Fund Performance

AMINX performance across multiple time periods: 1-month -0.24%, YTD 12.68%, 1-year 19.70%, 3-year 15.37%, 5-year 10.52%, 10-year 12.10%.

AMINX returns outperform the peer average of 11.21% 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.