AMRAX Mutual Fund

AMRAX Mutual Fund

NAV$7.53
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Returns Overview

1 Month
-1.09%
3 Months
-0.27%
6 Months
+5.07%
YTD
+15.24%
1 Year
+26.77%
3 Years (annualized)
+15.78%
5 Years (annualized)
+8.19%
10 Years (annualized)
+10.83%

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)
+15.24%
Peer Avg (YTD)
+8.51%
vs Peers
+6.73%

AMRAX Mutual Fund Performance

AMRAX performance across multiple time periods: 1-month -1.09%, YTD 15.24%, 1-year 26.77%, 3-year 15.78%, 5-year 8.19%, 10-year 10.83%.

AMRAX returns outperform the peer average of 8.51% 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.