AMVRX Mutual Fund

AMVRX Mutual Fund

NAV$16.35
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Returns Overview

1 Month
+3.27%
3 Months
+7.49%
6 Months
+10.31%
YTD
+14.04%
1 Year
+19.57%
3 Years (annualized)
+10.70%
5 Years (annualized)
+7.99%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMVRX 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)
+14.04%
Peer Avg (YTD)
+9.54%
vs Peers
+4.50%

AMVRX Mutual Fund Performance

AMVRX performance across multiple time periods: 1-month 3.27%, YTD 14.04%, 1-year 19.57%, 3-year 10.70%, 5-year 7.99%, 10-year 8.65%.

AMVRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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