AMVGX Mutual Fund

NAV$17.22

Returns Overview

1 Month
+3.89%
3 Months
+8.82%
6 Months
+11.68%
YTD
+10.71%
1 Year
+18.66%
3 Years (annualized)
+11.07%
5 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMVGX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.71%
Peer Avg (YTD)
+10.82%
vs Peers
-0.10%

AMVGX Mutual Fund Performance

AMVGX performance across multiple time periods: 1-month 3.89%, YTD 10.71%, 1-year 18.66%, 3-year 11.07%, 5-year 8.20%.

AMVGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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