AMUSX Mutual Fund

AMUSX Mutual Fund

NAV$11.77
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Returns Overview

1 Month
-1.35%
3 Months
-1.24%
6 Months
-1.58%
YTD
-1.45%
1 Year
+1.76%
3 Years (annualized)
+3.10%
5 Years (annualized)
-0.65%
10 Years (annualized)
+1.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMUSX 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
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-1.45%
Peer Avg (YTD)
+0.12%
vs Peers
-1.57%

AMUSX Mutual Fund Performance

AMUSX performance across multiple time periods: 1-month -1.35%, YTD -1.45%, 1-year 1.76%, 3-year 3.10%, 5-year -0.65%, 10-year 1.01%.

AMUSX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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