AFDIX Mutual Fund

AFDIX Mutual Fund

NAV$51.55
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Returns Overview

1 Month
+0.33%
3 Months
+3.50%
6 Months
+6.59%
YTD
+7.70%
1 Year
+14.99%
3 Years (annualized)
+14.37%
5 Years (annualized)
+9.39%
10 Years (annualized)
+13.74%

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)
+7.70%
Peer Avg (YTD)
+9.41%
vs Peers
-1.71%

AFDIX Mutual Fund Performance

AFDIX performance across multiple time periods: 1-month 0.33%, YTD 7.70%, 1-year 14.99%, 3-year 14.37%, 5-year 9.39%, 10-year 13.74%.

AFDIX returns trail the peer average of 9.41% 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.