AMINX Mutual Fund

AMINX Mutual Fund

NAV$78.26
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Returns Overview

1 Month
-1.30%
3 Months
-2.49%
6 Months
+13.81%
YTD
+10.20%
1 Year
+15.85%
3 Years (annualized)
+15.37%
5 Years (annualized)
+10.52%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMINX 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)
+10.20%
Peer Avg (YTD)
+9.98%
vs Peers
+0.22%

AMINX Mutual Fund Performance

AMINX performance across multiple time periods: 1-month -1.30%, YTD 10.20%, 1-year 15.85%, 3-year 15.37%, 5-year 10.52%, 10-year 12.10%.

AMINX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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