AMPCX Mutual Fund

AMPCX Mutual Fund

NAV$32.74
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Returns Overview

1 Month
-3.01%
3 Months
-2.54%
6 Months
-0.51%
YTD
+1.51%
1 Year
+1.59%
3 Years (annualized)
+18.90%
5 Years (annualized)
+5.58%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMPCX 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)
+1.51%
Peer Avg (YTD)
+5.23%
vs Peers
-3.72%

AMPCX Mutual Fund Performance

AMPCX performance across multiple time periods: 1-month -3.01%, YTD 1.51%, 1-year 1.59%, 3-year 18.90%, 5-year 5.58%, 10-year 11.56%.

AMPCX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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