AFDRX Mutual Fund

NAV$52.31

Returns Overview

1 Month
-0.51%
3 Months
+13.93%
6 Months
+7.18%
YTD
+7.11%
1 Year
+16.03%
3 Years (annualized)
+14.66%
5 Years (annualized)
+9.16%
10 Years (annualized)
+13.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFDRX 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)
+7.11%
Peer Avg (YTD)
+9.51%
vs Peers
-2.40%

AFDRX Mutual Fund Performance

AFDRX performance across multiple time periods: 1-month -0.51%, YTD 7.11%, 1-year 16.03%, 3-year 14.66%, 5-year 9.16%, 10-year 13.57%.

AFDRX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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