AMRGX Mutual Fund

AMRGX Mutual Fund

NAV$8.13
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Returns Overview

1 Month
-1.11%
3 Months
-0.25%
6 Months
+5.26%
YTD
+15.61%
1 Year
+27.49%
3 Years (annualized)
+13.18%
5 Years (annualized)
+6.91%
10 Years (annualized)
+10.37%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.61%
Peer Avg (YTD)
+8.51%
vs Peers
+7.10%

AMRGX Mutual Fund Performance

AMRGX performance across multiple time periods: 1-month -1.11%, YTD 15.61%, 1-year 27.49%, 3-year 13.18%, 5-year 6.91%, 10-year 10.37%.

AMRGX returns outperform the peer average of 8.51% 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.