AMRCX Mutual Fund

AMRCX Mutual Fund

NAV$5.36
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Returns Overview

1 Month
-6.08%
3 Months
-6.56%
6 Months
-0.92%
YTD
+8.42%
1 Year
+10.01%
3 Years (annualized)
+15.81%
5 Years (annualized)
+6.26%
10 Years (annualized)
+9.68%

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)
+8.42%
Peer Avg (YTD)
+5.23%
vs Peers
+3.18%

AMRCX Mutual Fund Performance

AMRCX performance across multiple time periods: 1-month -6.08%, YTD 8.42%, 1-year 10.01%, 3-year 15.81%, 5-year 6.26%, 10-year 9.68%.

AMRCX returns outperform the peer average of 5.23% 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.