AMRMX Mutual Fund

AMRMX Mutual Fund

NAV$64.32
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Returns Overview

1 Month
+0.19%
3 Months
+3.51%
6 Months
+5.24%
YTD
+9.98%
1 Year
+14.32%
3 Years (annualized)
+22.18%
5 Years (annualized)
+16.21%
10 Years (annualized)
+16.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMRMX 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)
+9.98%
Peer Avg (YTD)
+12.44%
vs Peers
-2.45%

AMRMX Mutual Fund Performance

AMRMX performance across multiple time periods: 1-month 0.19%, YTD 9.98%, 1-year 14.32%, 3-year 22.18%, 5-year 16.21%, 10-year 16.67%.

AMRMX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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