AMGOX Mutual Fund

NAV$24.80

Returns Overview

1 Month
+5.11%
3 Months
+20.50%
6 Months
+10.54%
YTD
+9.43%
1 Year
+19.03%
3 Years (annualized)
+17.36%
5 Years (annualized)
+3.45%
10 Years (annualized)
+13.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMGOX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.43%
Peer Avg (YTD)
+10.82%
vs Peers
-1.38%

AMGOX Mutual Fund Performance

AMGOX performance across multiple time periods: 1-month 5.11%, YTD 9.43%, 1-year 19.03%, 3-year 17.36%, 5-year 3.45%, 10-year 13.23%.

AMGOX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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