AFDVX Mutual Fund

NAV$27.48

Returns Overview

1 Month
+6.42%
3 Months
+15.48%
6 Months
+17.23%
YTD
+16.57%
1 Year
+28.12%
3 Years (annualized)
+16.63%
5 Years (annualized)
+10.48%
10 Years (annualized)
+14.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFDVX 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
Morningstar US Small Cap Index(MSTARUSMCI)
This Mutual Fund (YTD)
+16.57%
Peer Avg (YTD)
+18.52%
vs Peers
-1.95%

AFDVX Mutual Fund Performance

AFDVX performance across multiple time periods: 1-month 6.42%, YTD 16.57%, 1-year 28.12%, 3-year 16.63%, 5-year 10.48%, 10-year 14.30%.

AFDVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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