AMAEX Mutual Fund

NAV$12.55

Returns Overview

1 Month
+1.62%
3 Months
+10.57%
6 Months
+18.06%
YTD
+24.01%
1 Year
+28.75%
3 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMAEX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+24.01%
Peer Avg (YTD)
+18.52%
vs Peers
+5.49%

AMAEX Mutual Fund Performance

AMAEX performance across multiple time periods: 1-month 1.62%, YTD 24.01%, 1-year 28.75%, 3-year 12.30%.

AMAEX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

AMAEX performance comparison shows side-by-side returns with another fund. AMAEX alternatives are available in the Mutual Fund Screener.