AFDRX Mutual Fund

AFDRX Mutual Fund

NAV$52.04
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Returns Overview

1 Month
+2.36%
3 Months
+2.12%
6 Months
+10.15%
YTD
+9.94%
1 Year
+14.70%
3 Years (annualized)
+15.43%
5 Years (annualized)
+8.65%
10 Years (annualized)
+13.45%

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
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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)
+9.94%
Peer Avg (YTD)
+11.21%
vs Peers
-1.27%

AFDRX Mutual Fund Performance

AFDRX performance across multiple time periods: 1-month 2.36%, YTD 9.94%, 1-year 14.70%, 3-year 15.43%, 5-year 8.65%, 10-year 13.45%.

AFDRX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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