AMRFX Mutual Fund

AMRFX Mutual Fund

NAV$63.95
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Returns Overview

1 Month
+0.19%
3 Months
+3.21%
6 Months
+4.59%
YTD
+9.32%
1 Year
+14.53%
3 Years (annualized)
+15.90%
5 Years (annualized)
+10.61%
10 Years (annualized)
+11.39%

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
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)
+9.32%
Peer Avg (YTD)
+12.44%
vs Peers
-3.11%

AMRFX Mutual Fund Performance

AMRFX performance across multiple time periods: 1-month 0.19%, YTD 9.32%, 1-year 14.53%, 3-year 15.90%, 5-year 10.61%, 10-year 11.39%.

AMRFX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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