AMVRX Mutual Fund

NAV$17.01

Returns Overview

1 Month
+3.82%
3 Months
+8.67%
6 Months
+11.34%
YTD
+10.43%
1 Year
+17.85%
3 Years (annualized)
+10.30%
5 Years (annualized)
+7.44%
10 Years (annualized)
+8.59%

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
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)
+10.43%
Peer Avg (YTD)
+10.82%
vs Peers
-0.38%

AMVRX Mutual Fund Performance

AMVRX performance across multiple time periods: 1-month 3.82%, YTD 10.43%, 1-year 17.85%, 3-year 10.30%, 5-year 7.44%, 10-year 8.59%.

AMVRX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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