AMRGX Mutual Fund

AMRGX Mutual Fund

NAV$8.07
See how much of AMRGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.60%
3 Months
+6.31%
6 Months
+13.62%
YTD
+16.91%
1 Year
+33.53%
3 Years (annualized)
+13.86%
5 Years (annualized)
+7.55%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMRGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.91%
Peer Avg (YTD)
+6.23%
vs Peers
+10.67%

AMRGX Mutual Fund Performance

AMRGX performance across multiple time periods: 1-month -4.60%, YTD 16.91%, 1-year 33.53%, 3-year 13.86%, 5-year 7.55%, 10-year 10.70%.

AMRGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 4.66%, investors should weigh costs against performance when evaluating this mutual fund.

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