AFAVX Mutual Fund

AFAVX Mutual Fund

NAV$13.05
See how much of AFAVX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.04%
3 Months
+2.90%
6 Months
+1.00%
YTD
+0.23%
1 Year
+7.01%
3 Years (annualized)
+11.24%
5 Years (annualized)
+4.91%
10 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFAVX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+9.54%
vs Peers
-9.31%

AFAVX Mutual Fund Performance

AFAVX performance across multiple time periods: 1-month 5.04%, YTD 0.23%, 1-year 7.01%, 3-year 11.24%, 5-year 4.91%, 10-year 8.58%.

AFAVX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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