AMCPX Mutual Fund

NAV$43.92

Returns Overview

1 Month
-2.59%
3 Months
-6.91%
6 Months
-4.83%
YTD
-4.77%
1 Year
+15.13%
3 Years (annualized)
+17.84%
5 Years (annualized)
+10.84%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMCPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.77%
Peer Avg (YTD)
+8.97%
vs Peers
-13.74%

AMCPX Mutual Fund Performance

AMCPX performance across multiple time periods: 1-month -2.59%, YTD -4.77%, 1-year 15.13%, 3-year 17.84%, 5-year 10.84%, 10-year 14.60%.

AMCPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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