AFDZX Mutual Fund

AFDZX Mutual Fund

NAV$27.51
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Returns Overview

1 Month
+1.06%
3 Months
+7.83%
6 Months
+14.85%
YTD
+17.94%
1 Year
+29.06%
3 Years (annualized)
+15.32%
5 Years (annualized)
+11.30%
10 Years (annualized)
+14.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFDZX 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
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📉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
Morningstar US Small Cap Index(MSTARUSMCI)
This Mutual Fund (YTD)
+17.94%
Peer Avg (YTD)
+15.31%
vs Peers
+2.63%

AFDZX Mutual Fund Performance

AFDZX performance across multiple time periods: 1-month 1.06%, YTD 17.94%, 1-year 29.06%, 3-year 15.32%, 5-year 11.30%, 10-year 14.01%.

AFDZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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