AMGAX Mutual Fund

AMGAX Mutual Fund

NAV$17.67
See how much of AMGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.47%
3 Months
-3.85%
6 Months
+0.67%
YTD
-0.99%
1 Year
-2.39%
3 Years (annualized)
+18.33%
5 Years (annualized)
+0.21%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMGAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.99%
Peer Avg (YTD)
+10.76%
vs Peers
-11.75%

AMGAX Mutual Fund Performance

AMGAX performance across multiple time periods: 1-month -4.47%, YTD -0.99%, 1-year -2.39%, 3-year 18.33%, 5-year 0.21%, 10-year 12.20%.

AMGAX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

AMGAX vs another fund shows side-by-side returns. AMGAX alternatives are available in the Mutual Fund Screener.