AMIGX Mutual Fund

AMIGX Mutual Fund

NAV$110.02
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Returns Overview

1 Month
+1.31%
3 Months
-0.08%
6 Months
+19.36%
YTD
+14.29%
1 Year
+18.77%
3 Years (annualized)
+19.03%
5 Years (annualized)
+10.97%
10 Years (annualized)
+17.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMIGX 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)
+14.29%
Peer Avg (YTD)
+8.68%
vs Peers
+5.61%

AMIGX Mutual Fund Performance

AMIGX performance across multiple time periods: 1-month 1.31%, YTD 14.29%, 1-year 18.77%, 3-year 19.03%, 5-year 10.97%, 10-year 17.27%.

AMIGX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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