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| Side by side | AMAX |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 1.37% |
| Cost per year on $10k | $137 |
| Trailing 12-mo yield | 13.40% |
| Income per year on $10k | $1,340 |
| YTD | +0.7% |
| 1 year | −1.4% |
| 3 years · per year | +9.7% |
| 5 years · per year | — |
| Worst drop · 1Y | −7.5% |
| Volatility · 1Y | 12.4% |
| Holdings | 14 |
| Assets | $74M |
| Leverage | None |
| Since | 2009 |
Highlighted = best in the row. Returns include dividends.