AMEIX Mutual Fund

AMEIX Mutual Fund

NAV$41.22
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Returns Overview

1 Month
-0.66%
3 Months
+4.42%
6 Months
+19.90%
YTD
+13.14%
1 Year
+18.39%
3 Years (annualized)
+22.00%
5 Years (annualized)
+10.97%
10 Years (annualized)
+13.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMEIX 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)
+13.14%
Peer Avg (YTD)
+9.98%
vs Peers
+3.15%

AMEIX Mutual Fund Performance

AMEIX performance across multiple time periods: 1-month -0.66%, YTD 13.14%, 1-year 18.39%, 3-year 22.00%, 5-year 10.97%, 10-year 13.65%.

AMEIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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