AMFCX Mutual Fund

AMFCX Mutual Fund

NAV$63.12
See how much of AMFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.96%
3 Months
-2.18%
6 Months
+7.75%
YTD
+5.43%
1 Year
+7.68%
3 Years (annualized)
+14.17%
5 Years (annualized)
+9.18%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMFCX 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)
+5.43%
Peer Avg (YTD)
+10.00%
vs Peers
-4.56%

AMFCX Mutual Fund Performance

AMFCX performance across multiple time periods: 1-month -2.96%, YTD 5.43%, 1-year 7.68%, 3-year 14.17%, 5-year 9.18%, 10-year 10.13%.

AMFCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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