AMTZX Mutual Fund

NAV$11.63

Returns Overview

1 Month
-4.03%
3 Months
+0.90%
6 Months
+12.34%
YTD
+11.66%
1 Year
+24.76%
3 Years (annualized)
+14.27%
5 Years (annualized)
+8.72%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMTZX 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)
+11.66%
Peer Avg (YTD)
+9.13%
vs Peers
+2.53%

AMTZX Mutual Fund Performance

AMTZX performance across multiple time periods: 1-month -4.03%, YTD 11.66%, 1-year 24.76%, 3-year 14.27%, 5-year 8.72%, 10-year 8.27%.

AMTZX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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