AFAVX Mutual Fund

AFAVX Mutual Fund

NAV$12.58
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Returns Overview

1 Month
-7.19%
3 Months
-2.88%
6 Months
-3.73%
YTD
-7.33%
1 Year
-4.11%
3 Years (annualized)
+11.90%
5 Years (annualized)
+4.56%
10 Years (annualized)
+8.11%

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
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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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
-7.33%
Peer Avg (YTD)
+6.72%
vs Peers
-14.06%

AFAVX Mutual Fund Performance

AFAVX performance across multiple time periods: 1-month -7.19%, YTD -7.33%, 1-year -4.11%, 3-year 11.90%, 5-year 4.56%, 10-year 8.11%.

AFAVX returns trail the peer average of 6.72% 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.