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AAMA Equity (AMFEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.85+0.17 (+0.96%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.19%
5-year average return9.84%
Number of years up4
Number of years down2
Best 1-yr total return (2 May 2024)24.62%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return24.62%
Worst 3-yr total return5.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAMFEXCategory
YTD4.76%14.84%
1-month-3.29%1.65%
3-month3.83%7.55%
1-year16.08%40.47%
3-year5.49%16.77%
5-year9.54%16.15%
10-year0.00%13.21%
Last bull market20.67%24.09%
Last bear market-13.78%-17.61%

Annual total return (%) history

Year
AMFEXCategory
2024
N/AN/A
2023
17.32%N/A
2022
-14.13%N/A
2021
22.58%N/A
2020
12.70%15.83%
2019
24.62%28.78%
2018
-4.58%-6.27%
2017
N/A20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.33%N/AN/AN/A
20235.26%5.45%-3.18%9.17%
2022-2.55%-13.78%-5.80%8.48%
20215.54%6.76%-1.29%10.21%
2020-17.96%15.83%7.45%10.38%
201911.44%2.76%1.34%7.38%
2018-0.36%2.65%7.21%-12.97%
20174.00%6.10%N/AN/A

Rank in category (by total return)

YTD69
1-month13
3-month61
1-year79
3-year76
5-year88

Load adjusted returns

1-year16.08%
3-year5.49%
5-year9.54%
10-yearN/A