AMVRX Mutual Fund

AMVRX Mutual Fund

NAV$17.54
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Returns Overview

1 Month
+8.65%
3 Months
+2.91%
6 Months
+10.62%
YTD
+17.36%
1 Year
+21.15%
3 Years (annualized)
+16.04%
5 Years (annualized)
+8.14%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMVRX 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
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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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+17.36%
Peer Avg (YTD)
+15.62%
vs Peers
+1.74%

AMVRX Mutual Fund Performance

AMVRX performance across multiple time periods: 1-month 8.65%, YTD 17.36%, 1-year 21.15%, 3-year 16.04%, 5-year 8.14%, 10-year 9.04%.

AMVRX returns outperform the peer average of 15.62% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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