AMGIX Mutual Fund

AMGIX Mutual Fund

NAV$46.36
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Returns Overview

1 Month
+3.50%
3 Months
+2.43%
6 Months
+10.11%
YTD
+18.21%
1 Year
+23.51%
3 Years (annualized)
+20.52%
5 Years (annualized)
+8.62%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMGIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.21%
Peer Avg (YTD)
+20.32%
vs Peers
-2.12%

AMGIX Mutual Fund Performance

AMGIX performance across multiple time periods: 1-month 3.50%, YTD 18.21%, 1-year 23.51%, 3-year 20.52%, 5-year 8.62%, 10-year 11.76%.

AMGIX returns trail the peer average of 20.32% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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