AFDAX Mutual Fund

AFDAX Mutual Fund

NAV$52.21
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Returns Overview

1 Month
+0.29%
3 Months
+3.42%
6 Months
+6.46%
YTD
+7.55%
1 Year
+14.71%
3 Years (annualized)
+13.73%
5 Years (annualized)
+8.91%
10 Years (annualized)
+13.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFDAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.55%
Peer Avg (YTD)
+9.41%
vs Peers
-1.86%

AFDAX Mutual Fund Performance

AFDAX performance across multiple time periods: 1-month 0.29%, YTD 7.55%, 1-year 14.71%, 3-year 13.73%, 5-year 8.91%, 10-year 13.35%.

AFDAX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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