AFCWX Mutual Fund

NAV$18.44

Returns Overview

1 Month
+0.05%
3 Months
+10.67%
6 Months
+2.78%
YTD
+1.07%
1 Year
+4.02%
3 Years (annualized)
+6.27%
5 Years (annualized)
-0.65%
10 Years (annualized)
+7.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFCWX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+9.23%
vs Peers
-8.16%

AFCWX Mutual Fund Performance

AFCWX performance across multiple time periods: 1-month 0.05%, YTD 1.07%, 1-year 4.02%, 3-year 6.27%, 5-year -0.65%, 10-year 7.44%.

AFCWX returns trail the peer average of 9.23% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

AFCWX performance comparison shows side-by-side returns with another fund. AFCWX alternatives are available in the Mutual Fund Screener.