AMVYX Mutual Fund

NAV$17.30

Returns Overview

1 Month
+3.93%
3 Months
+8.93%
6 Months
+11.83%
YTD
+10.85%
1 Year
+18.90%
3 Years (annualized)
+11.26%
5 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMVYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.85%
Peer Avg (YTD)
+10.82%
vs Peers
+0.04%

AMVYX Mutual Fund Performance

AMVYX performance across multiple time periods: 1-month 3.93%, YTD 10.85%, 1-year 18.90%, 3-year 11.26%, 5-year 8.37%.

AMVYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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