AFDIX Mutual Fund

AFDIX Mutual Fund

NAV$53.05
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Returns Overview

1 Month
+2.41%
3 Months
+2.25%
6 Months
+10.46%
YTD
+10.29%
1 Year
+15.28%
3 Years (annualized)
+16.01%
5 Years (annualized)
+9.20%
10 Years (annualized)
+14.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFDIX 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)
+10.29%
Peer Avg (YTD)
+11.21%
vs Peers
-0.92%

AFDIX Mutual Fund Performance

AFDIX performance across multiple time periods: 1-month 2.41%, YTD 10.29%, 1-year 15.28%, 3-year 16.01%, 5-year 9.20%, 10-year 14.01%.

AFDIX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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