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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 (May 2, 2024)24.62%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return24.62%
Worst 3-Yr Total Return5.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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