AMRAX Mutual Fund

AMRAX Mutual Fund

NAV$7.32
See how much of AMRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.83%
3 Months
-5.06%
6 Months
+15.46%
YTD
+16.19%
1 Year
+24.62%
3 Years (annualized)
+15.78%
5 Years (annualized)
+8.19%
10 Years (annualized)
+10.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMRAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.19%
Peer Avg (YTD)
+8.68%
vs Peers
+7.51%

AMRAX Mutual Fund Performance

AMRAX performance across multiple time periods: 1-month 0.83%, YTD 16.19%, 1-year 24.62%, 3-year 15.78%, 5-year 8.19%, 10-year 10.83%.

AMRAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 5.13%, investors should weigh costs against performance when evaluating this mutual fund.

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