AFCMX Mutual Fund

AFCMX Mutual Fund

NAV$19.30
See how much of AFCMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.93%
3 Months
-2.17%
6 Months
-4.35%
YTD
-1.87%
1 Year
+2.04%
3 Years (annualized)
+5.26%
5 Years (annualized)
-0.87%
10 Years (annualized)
+7.47%

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)
-1.87%
Peer Avg (YTD)
+7.17%
vs Peers
-9.04%

AFCMX Mutual Fund Performance

AFCMX performance across multiple time periods: 1-month -4.93%, YTD -1.87%, 1-year 2.04%, 3-year 5.26%, 5-year -0.87%, 10-year 7.47%.

AFCMX returns trail the peer average of 7.17% 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.