AFAZX Mutual Fund

NAV$14.37

Returns Overview

1 Month
+1.15%
3 Months
+3.78%
6 Months
+7.16%
YTD
+6.38%
1 Year
+13.60%
3 Years (annualized)
+12.61%
5 Years (annualized)
+8.26%
10 Years (annualized)
+12.05%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Large-Mid Cap Broad Value Index
This Mutual Fund (YTD)
+6.38%
Peer Avg (YTD)
+9.49%
vs Peers
-3.11%

AFAZX Mutual Fund Performance

AFAZX performance across multiple time periods: 1-month 1.15%, YTD 6.38%, 1-year 13.60%, 3-year 12.61%, 5-year 8.26%, 10-year 12.05%.

AFAZX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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