AAMCX Mutual Fund

AAMCX Mutual Fund

NAV$12.73
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Returns Overview

1 Month
-1.65%
3 Months
+2.16%
6 Months
+8.79%
YTD
+10.58%
1 Year
+14.11%
3 Years (annualized)
+13.48%
5 Years (annualized)
+7.07%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAMCX 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
Morningstar Moderately Conservative Target Risk Total Return Index
This Mutual Fund (YTD)
+10.58%
Peer Avg (YTD)
+6.28%
vs Peers
+4.30%

AAMCX Mutual Fund Performance

AAMCX performance across multiple time periods: 1-month -1.65%, YTD 10.58%, 1-year 14.11%, 3-year 13.48%, 5-year 7.07%, 10-year 8.18%.

AAMCX returns outperform the peer average of 6.28% YTD. With an expense ratio of 2.66%, investors should weigh costs against performance when evaluating this mutual fund.

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