AMRCX Mutual Fund

AMRCX Mutual Fund

NAV$5.58
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Returns Overview

1 Month
+0.70%
3 Months
-5.26%
6 Months
+14.97%
YTD
+15.43%
1 Year
+23.40%
3 Years (annualized)
+14.79%
5 Years (annualized)
+7.23%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMRCX 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)
+15.43%
Peer Avg (YTD)
+8.68%
vs Peers
+6.75%

AMRCX Mutual Fund Performance

AMRCX performance across multiple time periods: 1-month 0.70%, YTD 15.43%, 1-year 23.40%, 3-year 14.79%, 5-year 7.23%, 10-year 9.94%.

AMRCX returns outperform the peer average of 8.68% YTD. With an expense ratio of 5.83%, investors should weigh costs against performance when evaluating this mutual fund.

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