AFCLX Mutual Fund

AFCLX Mutual Fund

NAV$18.65
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Returns Overview

1 Month
-4.99%
3 Months
-2.35%
6 Months
-4.64%
YTD
-2.19%
1 Year
+1.44%
3 Years (annualized)
+4.64%
5 Years (annualized)
-1.46%
10 Years (annualized)
+6.72%

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
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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)
-2.19%
Peer Avg (YTD)
+7.17%
vs Peers
-9.36%

AFCLX Mutual Fund Performance

AFCLX performance across multiple time periods: 1-month -4.99%, YTD -2.19%, 1-year 1.44%, 3-year 4.64%, 5-year -1.46%, 10-year 6.72%.

AFCLX returns trail the peer average of 7.17% 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.