Performance overview
Morningstar return ratingN/A1
Year-to-date return5.23%
5-year average return9.80%
Number of years up18
Number of years down4
Best 1-yr total return (29 Apr 2024)39.32%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return39.32%
Worst 3-yr total return2.21%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnAMPFXCategory
YTD10.70%12.38%
1-month2.56%5.09%
3-month10.70%10.28%
1-year31.68%41.70%
3-year6.79%22.56%
5-year11.64%21.98%
10-year10.81%15.99%
Last bull market36.79%25.99%
Last bear market-19.60%-17.29%
Annual total return (%) history
YearAMPFXCategory
2024N/AN/A
202330.92%N/A
2022-28.81%N/A
202123.60%N/A
202021.34%35.86%
201926.25%31.90%
2018-1.97%-2.09%
201721.96%27.67%
20168.99%3.23%
20150.75%3.60%
201412.04%10.00%
201336.78%33.92%
201215.71%15.34%
20110.34%-2.46%
201013.95%15.53%
200939.32%35.68%
2008-37.64%-40.67%
20077.45%13.35%
20068.69%7.05%
20056.94%6.71%
20049.71%7.81%
200329.54%28.66%
2002-18.71%-27.64%
2001N/A-22.30%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202410.70%N/AN/AN/A
202310.06%8.60%-4.12%14.24%
2022-12.43%-19.60%-4.08%5.43%
20214.73%8.03%1.54%7.60%
2020-17.29%23.17%6.16%12.20%
201912.66%3.09%-2.16%11.11%
20183.27%4.92%5.73%-14.43%
20175.92%2.87%5.62%5.97%
20160.47%1.61%4.93%1.75%
20152.41%1.89%-8.48%5.50%
20142.98%5.62%-0.35%3.36%
201310.38%3.13%9.53%9.71%
201212.86%-3.98%5.14%1.55%
20115.33%0.80%-14.07%9.98%
20105.68%-12.13%10.34%11.21%
2009-5.00%18.63%16.14%6.44%
2008-9.98%-4.65%-6.29%-22.47%
20072.06%5.97%2.75%-3.32%
20063.26%-2.54%2.53%5.34%
2005-2.74%3.10%2.38%4.17%
20042.62%1.80%-3.03%8.29%
2003-0.85%15.54%2.76%10.04%
2002-0.31%-11.32%-14.38%7.40%
20018.31%-15.47%13.07%N/A
Rank in category (by total return)
YTD65
1-month31
3-month65
1-year74
3-year71
5-year88
Load adjusted returns
1-year31.68%
3-year6.79%
5-year11.64%
10-year10.81%
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