AFAZX Mutual Fund

AFAZX Mutual Fund

NAV$14.00
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Returns Overview

1 Month
+2.47%
3 Months
+11.37%
6 Months
+10.52%
YTD
+17.12%
1 Year
+20.11%
3 Years (annualized)
+15.87%
5 Years (annualized)
+9.71%
10 Years (annualized)
+12.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFAZX 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)
+17.12%
Peer Avg (YTD)
+12.44%
vs Peers
+4.69%

AFAZX Mutual Fund Performance

AFAZX performance across multiple time periods: 1-month 2.47%, YTD 17.12%, 1-year 20.11%, 3-year 15.87%, 5-year 9.71%, 10-year 12.43%.

AFAZX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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