AMGAX Mutual Fund

AMGAX Mutual Fund

NAV$18.77
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Returns Overview

1 Month
-1.36%
3 Months
-5.15%
6 Months
+14.15%
YTD
+3.64%
1 Year
+2.12%
3 Years (annualized)
+15.94%
5 Years (annualized)
+2.40%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMGAX 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)
+3.64%
Peer Avg (YTD)
+6.72%
vs Peers
-3.08%

AMGAX Mutual Fund Performance

AMGAX performance across multiple time periods: 1-month -1.36%, YTD 3.64%, 1-year 2.12%, 3-year 15.94%, 5-year 2.40%, 10-year 12.56%.

AMGAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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