AMRFX Mutual Fund

NAV$66.34
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Returns Overview

1 Month
+2.21%
3 Months
+10.41%
6 Months
+8.99%
YTD
+8.26%
1 Year
+16.77%
3 Years (annualized)
+14.98%
5 Years (annualized)
+10.69%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMRFX 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
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📉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

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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)
+8.26%
Peer Avg (YTD)
+9.49%
vs Peers
-1.23%

AMRFX Mutual Fund Performance

AMRFX performance across multiple time periods: 1-month 2.21%, YTD 8.26%, 1-year 16.77%, 3-year 14.98%, 5-year 10.69%, 10-year 11.32%.

AMRFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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