AFCWX Mutual Fund

AFCWX Mutual Fund

NAV$17.47
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Returns Overview

1 Month
+1.11%
3 Months
-3.87%
6 Months
-4.48%
YTD
-1.25%
1 Year
+1.17%
3 Years (annualized)
+6.87%
5 Years (annualized)
-2.31%
10 Years (annualized)
+6.58%

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
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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)
-1.25%
Peer Avg (YTD)
+8.07%
vs Peers
-9.32%

AFCWX Mutual Fund Performance

AFCWX performance across multiple time periods: 1-month 1.11%, YTD -1.25%, 1-year 1.17%, 3-year 6.87%, 5-year -2.31%, 10-year 6.58%.

AFCWX returns trail the peer average of 8.07% 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.