AFALX Mutual Fund

AFALX Mutual Fund

NAV$13.52
See how much of AFALX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.45%
3 Months
+11.27%
6 Months
+10.40%
YTD
+16.94%
1 Year
+19.79%
3 Years (annualized)
+15.63%
5 Years (annualized)
+15.85%
10 Years (annualized)
+15.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFALX 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
Morningstar US Large-Mid Cap Broad Value Index
This Mutual Fund (YTD)
+16.94%
Peer Avg (YTD)
+12.44%
vs Peers
+4.50%

AFALX Mutual Fund Performance

AFALX performance across multiple time periods: 1-month 2.45%, YTD 16.94%, 1-year 19.79%, 3-year 15.63%, 5-year 15.85%, 10-year 15.21%.

AFALX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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