AMRAX Mutual Fund

AMRAX Mutual Fund

NAV$7.07
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Returns Overview

1 Month
-4.80%
3 Months
+6.07%
6 Months
+13.27%
YTD
+16.51%
1 Year
+32.78%
3 Years (annualized)
+16.44%
5 Years (annualized)
+12.56%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMRAX 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)
+16.51%
Peer Avg (YTD)
+6.23%
vs Peers
+10.27%

AMRAX Mutual Fund Performance

AMRAX performance across multiple time periods: 1-month -4.80%, YTD 16.51%, 1-year 32.78%, 3-year 16.44%, 5-year 12.56%, 10-year 13.34%.

AMRAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 5.13%, investors should weigh costs against performance when evaluating this mutual fund.

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