AMHIX Mutual Fund

AMHIX Mutual Fund

NAV$14.49
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Returns Overview

1 Month
-4.30%
3 Months
-6.16%
6 Months
-3.22%
YTD
-3.09%
1 Year
-1.45%
3 Years (annualized)
+5.40%
5 Years (annualized)
+1.28%
10 Years (annualized)
+3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMHIX 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
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
-3.09%
Peer Avg (YTD)
-3.82%
vs Peers
+0.73%

AMHIX Mutual Fund Performance

AMHIX performance across multiple time periods: 1-month -4.30%, YTD -3.09%, 1-year -1.45%, 3-year 5.40%, 5-year 1.28%, 10-year 3.05%.

AMHIX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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