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AAMA Equity Fund (AMFEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.80-0.38 (-2.88%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.37%
5-Year Average Return0.00%
Number of Years Up1
Number of Years Down1
Best 1 Yr Total Return (Feb. 3, 2019)24.62%
Worst 1 Yr Total Return (Feb. 3, 2019)-4.58%
Best 3-Yr Total Return24.62%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

ReturnAMFEXCategory
YTD2.10%2.30%
1-Month-2.88%-3.19%
3-Month7.45%8.06%
1-Year9.64%10.70%
3-Year8.81%9.55%
5-Year0.00%11.77%
10-Year0.00%11.96%
Last Bull Market0.00%23.85%
Last Bear Market0.00%-17.47%

Annual Total Return (%) History

Year
AMFEXCategory
2020
N/AN/A
2019
24.62%28.78%
2018
-4.58%-6.27%
2017
N/A20.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-17.96%15.83%7.45%N/A
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)

YTD60
1-Month33
3-Month69
1-Year63
3-Year65
5-YearN/A

Load Adjusted Returns

1-Year9.64%
3-Year8.81%
5-YearN/A
10-YearN/A