AMRBX Mutual Fund

AMRBX Mutual Fund

NAV$5.22
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Returns Overview

1 Month
-4.73%
3 Months
+6.07%
6 Months
+13.17%
YTD
+15.93%
1 Year
+31.85%
3 Years (annualized)
+15.07%
5 Years (annualized)
+10.97%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMRBX 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)
+15.93%
Peer Avg (YTD)
+6.23%
vs Peers
+9.70%

AMRBX Mutual Fund Performance

AMRBX performance across multiple time periods: 1-month -4.73%, YTD 15.93%, 1-year 31.85%, 3-year 15.07%, 5-year 10.97%, 10-year 11.34%.

AMRBX returns outperform the peer average of 6.23% YTD. With an expense ratio of 6.28%, investors should weigh costs against performance when evaluating this mutual fund.

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