AMTYX Mutual Fund

NAV$11.81

Returns Overview

1 Month
-4.05%
3 Months
+0.89%
6 Months
+12.35%
YTD
+11.69%
1 Year
+24.78%
3 Years (annualized)
+14.24%
5 Years (annualized)
+8.67%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMTYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Commodity Producers Index - Unhedged to USD(^MACWICPOIUUSD)
This Mutual Fund (YTD)
+11.69%
Peer Avg (YTD)
+9.13%
vs Peers
+2.56%

AMTYX Mutual Fund Performance

AMTYX performance across multiple time periods: 1-month -4.05%, YTD 11.69%, 1-year 24.78%, 3-year 14.24%, 5-year 8.67%, 10-year 7.78%.

AMTYX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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