AFCSX Mutual Fund

AFCSX Mutual Fund

NAV$18.50
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Returns Overview

1 Month
-1.99%
3 Months
-2.77%
6 Months
-4.94%
YTD
-6.21%
1 Year
-4.93%
3 Years (annualized)
+9.93%
5 Years (annualized)
-2.03%
10 Years (annualized)
+6.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFCSX 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)
-6.21%
Peer Avg (YTD)
+6.23%
vs Peers
-12.44%

AFCSX Mutual Fund Performance

AFCSX performance across multiple time periods: 1-month -1.99%, YTD -6.21%, 1-year -4.93%, 3-year 9.93%, 5-year -2.03%, 10-year 6.90%.

AFCSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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