AFAZX Mutual Fund

AFAZX Mutual Fund

NAV$14.71
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Returns Overview

1 Month
+7.44%
3 Months
+8.93%
6 Months
+10.98%
YTD
+14.30%
1 Year
+21.44%
3 Years (annualized)
+14.29%
5 Years (annualized)
+9.44%
10 Years (annualized)
+12.36%

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)
+14.30%
Peer Avg (YTD)
+11.41%
vs Peers
+2.88%

AFAZX Mutual Fund Performance

AFAZX performance across multiple time periods: 1-month 7.44%, YTD 14.30%, 1-year 21.44%, 3-year 14.29%, 5-year 9.44%, 10-year 12.36%.

AFAZX returns outperform the peer average of 11.41% 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.