AMCGX Mutual Fund

NAV$11.66

Returns Overview

1 Month
+5.19%
3 Months
+20.33%
6 Months
+10.25%
YTD
+9.18%
1 Year
+18.49%
3 Years (annualized)
+16.85%
5 Years (annualized)
+4.02%
10 Years (annualized)
+16.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMCGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+10.82%
vs Peers
-1.64%

AMCGX Mutual Fund Performance

AMCGX performance across multiple time periods: 1-month 5.19%, YTD 9.18%, 1-year 18.49%, 3-year 16.85%, 5-year 4.02%, 10-year 16.39%.

AMCGX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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