AFDIX Mutual Fund

NAV$53.38

Returns Overview

1 Month
-0.48%
3 Months
+14.05%
6 Months
+7.43%
YTD
+7.34%
1 Year
+16.60%
3 Years (annualized)
+15.23%
5 Years (annualized)
+9.71%
10 Years (annualized)
+14.14%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+9.51%
vs Peers
-2.16%

AFDIX Mutual Fund Performance

AFDIX performance across multiple time periods: 1-month -0.48%, YTD 7.34%, 1-year 16.60%, 3-year 15.23%, 5-year 9.71%, 10-year 14.14%.

AFDIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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