AMPFX Mutual Fund

NAV$44.01

Returns Overview

1 Month
-1.12%
3 Months
-5.48%
6 Months
-3.59%
YTD
-3.17%
1 Year
+15.07%
3 Years (annualized)
+17.77%
5 Years (annualized)
+10.80%
10 Years (annualized)
+14.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMPFX 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)
-3.17%
Peer Avg (YTD)
+8.97%
vs Peers
-12.14%

AMPFX Mutual Fund Performance

AMPFX performance across multiple time periods: 1-month -1.12%, YTD -3.17%, 1-year 15.07%, 3-year 17.77%, 5-year 10.80%, 10-year 14.55%.

AMPFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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