AMTAX Mutual Fund

AMTAX Mutual Fund

NAV$11.71
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Returns Overview

1 Month
+0.67%
3 Months
+1.18%
6 Months
-0.33%
YTD
+16.89%
1 Year
+20.05%
3 Years (annualized)
+17.40%
5 Years (annualized)
+8.21%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMTAX 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
MSCI ACWI Commodity Producers Index - Unhedged to USD(^MACWICPOIUUSD)
This Mutual Fund (YTD)
+16.89%
Peer Avg (YTD)
+8.05%
vs Peers
+8.84%

AMTAX Mutual Fund Performance

AMTAX performance across multiple time periods: 1-month 0.67%, YTD 16.89%, 1-year 20.05%, 3-year 17.40%, 5-year 8.21%, 10-year 8.10%.

AMTAX returns outperform the peer average of 8.05% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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