AMCZX Mutual Fund

NAV$19.86

Returns Overview

1 Month
+5.19%
3 Months
+20.38%
6 Months
+10.48%
YTD
+9.42%
1 Year
+19.00%
3 Years (annualized)
+17.33%
5 Years (annualized)
+4.44%
10 Years (annualized)
+14.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMCZX 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)
+9.42%
Peer Avg (YTD)
+10.82%
vs Peers
-1.39%

AMCZX Mutual Fund Performance

AMCZX performance across multiple time periods: 1-month 5.19%, YTD 9.42%, 1-year 19.00%, 3-year 17.33%, 5-year 4.44%, 10-year 14.79%.

AMCZX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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