AMRGX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
+5.74%
3 Months
+21.66%
6 Months
+23.62%
YTD
+22.54%
1 Year
+39.17%
3 Years (annualized)
+16.32%
5 Years (annualized)
+8.82%
10 Years (annualized)
+11.69%

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
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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)
+22.54%
Peer Avg (YTD)
+8.97%
vs Peers
+13.57%

AMRGX Mutual Fund Performance

AMRGX performance across multiple time periods: 1-month 5.74%, YTD 22.54%, 1-year 39.17%, 3-year 16.32%, 5-year 8.82%, 10-year 11.69%.

AMRGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 4.66%, investors should weigh costs against performance when evaluating this mutual fund.

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