AFALX Mutual Fund

AFALX Mutual Fund

NAV$14.09
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Returns Overview

1 Month
+1.10%
3 Months
+3.69%
6 Months
+6.95%
YTD
+6.25%
1 Year
+13.33%
3 Years (annualized)
+12.39%
5 Years (annualized)
+14.33%
10 Years (annualized)
+15.55%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+6.25%
Peer Avg (YTD)
+9.49%
vs Peers
-3.24%

AFALX Mutual Fund Performance

AFALX performance across multiple time periods: 1-month 1.10%, YTD 6.25%, 1-year 13.33%, 3-year 12.39%, 5-year 14.33%, 10-year 15.55%.

AFALX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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