AFCLX Mutual Fund

AFCLX Mutual Fund

NAV$17.99
See how much of AFCLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.09%
3 Months
-3.85%
6 Months
-4.40%
YTD
-1.12%
1 Year
+1.37%
3 Years (annualized)
+7.15%
5 Years (annualized)
-2.07%
10 Years (annualized)
+6.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFCLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-1.12%
Peer Avg (YTD)
+8.07%
vs Peers
-9.19%

AFCLX Mutual Fund Performance

AFCLX performance across multiple time periods: 1-month 1.09%, YTD -1.12%, 1-year 1.37%, 3-year 7.15%, 5-year -2.07%, 10-year 6.84%.

AFCLX returns trail the peer average of 8.07% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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