AFDZX Mutual Fund

AFDZX Mutual Fund

NAV$26.73
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Returns Overview

1 Month
+5.82%
3 Months
-2.25%
6 Months
+5.40%
YTD
+15.29%
1 Year
+18.40%
3 Years (annualized)
+18.48%
5 Years (annualized)
+9.28%
10 Years (annualized)
+14.06%

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)
+15.29%
Peer Avg (YTD)
+12.21%
vs Peers
+3.08%

AFDZX Mutual Fund Performance

AFDZX performance across multiple time periods: 1-month 5.82%, YTD 15.29%, 1-year 18.40%, 3-year 18.48%, 5-year 9.28%, 10-year 14.06%.

AFDZX returns outperform the peer average of 12.21% 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.