AMPFX Mutual Fund

AMPFX Mutual Fund

NAV$45.07
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Returns Overview

1 Month
-1.45%
3 Months
-0.18%
6 Months
+15.28%
YTD
+5.21%
1 Year
+8.44%
3 Years (annualized)
+18.04%
5 Years (annualized)
+8.08%
10 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMPFX 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)
+5.21%
Peer Avg (YTD)
+8.68%
vs Peers
-3.47%

AMPFX Mutual Fund Performance

AMPFX performance across multiple time periods: 1-month -1.45%, YTD 5.21%, 1-year 8.44%, 3-year 18.04%, 5-year 8.08%, 10-year 12.64%.

AMPFX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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