AMECX Mutual Fund

AMECX Mutual Fund

NAV$27.34
See how much of AMECX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.36%
3 Months
-0.79%
6 Months
+2.25%
YTD
+4.55%
1 Year
+7.97%
3 Years (annualized)
+14.47%
5 Years (annualized)
+8.23%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMECX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.55%
Peer Avg (YTD)
+6.10%
vs Peers
-1.55%

AMECX Mutual Fund Performance

AMECX performance across multiple time periods: 1-month -4.36%, YTD 4.55%, 1-year 7.97%, 3-year 14.47%, 5-year 8.23%, 10-year 8.63%.

AMECX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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