AMREX Mutual Fund

NAV$0.34

Returns Overview

6 Months
-10.53%
1 Year
-40.35%
3 Years (annualized)
-20.54%
5 Years (annualized)
-18.03%
10 Years (annualized)
-10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMREX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)

AMREX Mutual Fund Performance

AMREX performance across multiple time periods: 1-year -40.35%, 3-year -20.54%, 5-year -18.03%, 10-year -10.29%.

AMREX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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