AMRMX Mutual Fund

AMRMX Mutual Fund

NAV$66.37
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Returns Overview

1 Month
+2.19%
3 Months
+10.35%
6 Months
+8.88%
YTD
+8.17%
1 Year
+16.53%
3 Years (annualized)
+14.76%
5 Years (annualized)
+10.46%
10 Years (annualized)
+11.10%

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)
+8.17%
Peer Avg (YTD)
+9.49%
vs Peers
-1.32%

AMRMX Mutual Fund Performance

AMRMX performance across multiple time periods: 1-month 2.19%, YTD 8.17%, 1-year 16.53%, 3-year 14.76%, 5-year 10.46%, 10-year 11.10%.

AMRMX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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