AMRAX Mutual Fund

NAV$7.54

Returns Overview

1 Month
+5.91%
3 Months
+21.61%
6 Months
+23.36%
YTD
+22.38%
1 Year
+38.61%
3 Years (annualized)
+19.02%
5 Years (annualized)
+13.92%
10 Years (annualized)
+14.37%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.38%
Peer Avg (YTD)
+8.97%
vs Peers
+13.41%

AMRAX Mutual Fund Performance

AMRAX performance across multiple time periods: 1-month 5.91%, YTD 22.38%, 1-year 38.61%, 3-year 19.02%, 5-year 13.92%, 10-year 14.37%.

AMRAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 5.13%, investors should weigh costs against performance when evaluating this mutual fund.

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