AMHIX Mutual Fund

NAV$15.27

Returns Overview

1 Month
+1.22%
3 Months
+3.13%
6 Months
+3.27%
YTD
+3.27%
1 Year
+8.25%
3 Years (annualized)
+5.86%
5 Years (annualized)
+1.81%
10 Years (annualized)
+3.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMHIX 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
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+3.27%
Peer Avg (YTD)
+1.79%
vs Peers
+1.48%

AMHIX Mutual Fund Performance

AMHIX performance across multiple time periods: 1-month 1.22%, YTD 3.27%, 1-year 8.25%, 3-year 5.86%, 5-year 1.81%, 10-year 3.32%.

AMHIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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