AMIPX Mutual Fund

NAV$9.75

Returns Overview

1 Month
+0.26%
3 Months
+2.00%
6 Months
+0.61%
YTD
+0.61%
1 Year
+3.84%
3 Years (annualized)
+4.25%
5 Years (annualized)
+1.70%
10 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMIPX 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
FTSE Sukuk Index(^SUKUK)
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+3.07%
vs Peers
-2.46%

AMIPX Mutual Fund Performance

AMIPX performance across multiple time periods: 1-month 0.26%, YTD 0.61%, 1-year 3.84%, 3-year 4.25%, 5-year 1.70%, 10-year 2.37%.

AMIPX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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