AMVGX Mutual Fund

AMVGX Mutual Fund

NAV$16.28
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Returns Overview

1 Month
+1.06%
3 Months
+8.52%
6 Months
+6.38%
YTD
+16.65%
1 Year
+16.72%
3 Years (annualized)
+13.48%
5 Years (annualized)
+8.73%
10 Years (annualized)
+9.41%

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
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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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+16.65%
Peer Avg (YTD)
+9.89%
vs Peers
+6.76%

AMVGX Mutual Fund Performance

AMVGX performance across multiple time periods: 1-month 1.06%, YTD 16.65%, 1-year 16.72%, 3-year 13.48%, 5-year 8.73%, 10-year 9.41%.

AMVGX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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