AFCGX Mutual Fund

AFCGX Mutual Fund

NAV$18.80
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Returns Overview

1 Month
-1.84%
3 Months
-5.46%
6 Months
+5.03%
YTD
-3.71%
1 Year
-1.98%
3 Years (annualized)
+8.59%
5 Years (annualized)
-0.75%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFCGX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-3.71%
Peer Avg (YTD)
+8.70%
vs Peers
-12.40%

AFCGX Mutual Fund Performance

AFCGX performance across multiple time periods: 1-month -1.84%, YTD -3.71%, 1-year -1.98%, 3-year 8.59%, 5-year -0.75%, 10-year 7.96%.

AFCGX returns trail the peer average of 8.70% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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