AMEFX Mutual Fund

NAV$27.90

Returns Overview

1 Month
+2.27%
3 Months
+1.86%
6 Months
+3.07%
YTD
+6.45%
1 Year
+13.11%
3 Years (annualized)
+13.25%
5 Years (annualized)
+8.02%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMEFX 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)
+6.45%
Peer Avg (YTD)
+6.73%
vs Peers
-0.28%

AMEFX Mutual Fund Performance

AMEFX performance across multiple time periods: 1-month 2.27%, YTD 6.45%, 1-year 13.11%, 3-year 13.25%, 5-year 8.02%, 10-year 8.69%.

AMEFX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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