AMNAX Mutual Fund

AMNAX Mutual Fund

NAV$9.30
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Returns Overview

1 Month
-1.42%
3 Months
-0.33%
6 Months
-1.71%
YTD
-0.33%
1 Year
+1.87%
3 Years (annualized)
+0.63%
5 Years (annualized)
+0.73%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMNAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-0.33%
Peer Avg (YTD)
-0.72%
vs Peers
+0.39%

AMNAX Mutual Fund Performance

AMNAX performance across multiple time periods: 1-month -1.42%, YTD -0.33%, 1-year 1.87%, 3-year 0.63%, 5-year 0.73%, 10-year 1.46%.

AMNAX returns outperform the peer average of -0.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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