AFCMX Mutual Fund

AFCMX Mutual Fund

NAV$18.45
See how much of AFCMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.88%
3 Months
-5.63%
6 Months
+4.68%
YTD
-4.19%
1 Year
-2.64%
3 Years (annualized)
+7.79%
5 Years (annualized)
-1.48%
10 Years (annualized)
+7.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFCMX 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)
-4.19%
Peer Avg (YTD)
+8.70%
vs Peers
-12.88%

AFCMX Mutual Fund Performance

AFCMX performance across multiple time periods: 1-month -1.88%, YTD -4.19%, 1-year -2.64%, 3-year 7.79%, 5-year -1.48%, 10-year 7.48%.

AFCMX returns trail the peer average of 8.70% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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