AMKIX Mutual Fund

NAV$18.93

Returns Overview

1 Month
+1.48%
3 Months
+29.50%
6 Months
+35.37%
YTD
+32.07%
1 Year
+61.22%
3 Years (annualized)
+28.43%
5 Years (annualized)
+7.06%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMKIX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+32.07%
Peer Avg (YTD)
+23.08%
vs Peers
+9.00%

AMKIX Mutual Fund Performance

AMKIX performance across multiple time periods: 1-month 1.48%, YTD 32.07%, 1-year 61.22%, 3-year 28.43%, 5-year 7.06%, 10-year 10.43%.

AMKIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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