AFAIX Mutual Fund

AFAIX Mutual Fund

NAV$10.23
See how much of AFAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.85%
3 Months
-4.13%
6 Months
+2.41%
YTD
+5.26%
1 Year
+3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFAIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Ex USA Small Cap NR USD(^MIWOU00S0NUS)
This Mutual Fund (YTD)
+5.26%
Peer Avg (YTD)
+15.31%
vs Peers
-10.05%

AFAIX Mutual Fund Performance

AFAIX performance across multiple time periods: 1-month -2.85%, YTD 5.26%, 1-year 3.34%.

AFAIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

AFAIX vs another fund shows side-by-side returns. AFAIX alternatives are available in the Mutual Fund Screener.