AAMA Mutual Funds List
Here you can find all mutual funds issued by AAMA and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Year-to-Date Return
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10-Year Annualized Return
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Sharpe Ratio
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Omega ratio
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Sortino ratio
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Calmar ratio
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Ulcer Index
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10Y Volatility
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Maximum Drawdown
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Dividend Yield
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| Symbol | Full name | Category | Inception | Expense Ratio | YTD Ret. | 10Y Ann. Ret. | Div. Yield | Max. Drawdown | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMFEX | AAMA Equity Fund | Large Cap Blend Equities | Jun 30, 2017 | 1.17% | 5.3% | 8.8% | 4.6% | -30.4% | 0.2 | ||||
| AMFIX | AAMA Income Fund | Intermediate Core-Plus Bond | Jun 30, 2017 | 0.92% | 1.2% | -0.2% | 1.2% | -9.4% | -0.4 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years