AMCZX Mutual Fund

AMCZX Mutual Fund

NAV$19.60
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Returns Overview

1 Month
-1.31%
3 Months
-5.03%
6 Months
+14.33%
YTD
+3.92%
1 Year
+2.45%
3 Years (annualized)
+16.31%
5 Years (annualized)
+2.72%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMCZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.92%
Peer Avg (YTD)
+6.72%
vs Peers
-2.81%

AMCZX Mutual Fund Performance

AMCZX performance across multiple time periods: 1-month -1.31%, YTD 3.92%, 1-year 2.45%, 3-year 16.31%, 5-year 2.72%, 10-year 12.81%.

AMCZX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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