AMOMX Mutual Fund

AMOMX Mutual Fund

NAV$20.80
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Returns Overview

1 Month
-4.73%
3 Months
-2.67%
6 Months
-3.27%
YTD
-3.30%
1 Year
+19.88%
3 Years (annualized)
+14.19%
5 Years (annualized)
+8.92%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMOMX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-3.30%
Peer Avg (YTD)
-5.86%
vs Peers
+2.56%

AMOMX Mutual Fund Performance

AMOMX performance across multiple time periods: 1-month -4.73%, YTD -3.30%, 1-year 19.88%, 3-year 14.19%, 5-year 8.92%, 10-year 12.44%.

AMOMX returns outperform the peer average of -5.86% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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