AMALX Mutual Fund

AMALX Mutual Fund

NAV$11.73
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Returns Overview

1 Month
-5.68%
3 Months
-7.41%
6 Months
+11.15%
YTD
+15.10%
1 Year
+16.79%
3 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMALX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.10%
Peer Avg (YTD)
+10.34%
vs Peers
+4.76%

AMALX Mutual Fund Performance

AMALX performance across multiple time periods: 1-month -5.68%, YTD 15.10%, 1-year 16.79%, 3-year 13.15%.

AMALX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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