AMRMX Mutual Fund

AMRMX Mutual Fund

NAV$65.30
See how much of AMRMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.76%
3 Months
+5.22%
6 Months
+7.45%
YTD
+9.00%
1 Year
+16.03%
3 Years (annualized)
+14.07%
5 Years (annualized)
+10.33%
10 Years (annualized)
+10.90%

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
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)
+9.00%
Peer Avg (YTD)
+11.41%
vs Peers
-2.42%

AMRMX Mutual Fund Performance

AMRMX performance across multiple time periods: 1-month 0.76%, YTD 9.00%, 1-year 16.03%, 3-year 14.07%, 5-year 10.33%, 10-year 10.90%.

AMRMX returns trail the peer average of 11.41% 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.