AFCWX Mutual Fund

AFCWX Mutual Fund

NAV$18.17
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Returns Overview

1 Month
-4.98%
3 Months
-2.39%
6 Months
-4.78%
YTD
-2.34%
1 Year
+1.18%
3 Years (annualized)
+4.37%
5 Years (annualized)
-1.71%
10 Years (annualized)
+6.44%

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
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📉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)
-2.34%
Peer Avg (YTD)
+7.17%
vs Peers
-9.51%

AFCWX Mutual Fund Performance

AFCWX performance across multiple time periods: 1-month -4.98%, YTD -2.34%, 1-year 1.18%, 3-year 4.37%, 5-year -1.71%, 10-year 6.44%.

AFCWX returns trail the peer average of 7.17% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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