AFEDX Mutual Fund

AFEDX Mutual Fund

NAV$52.96
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Returns Overview

1 Month
+0.37%
3 Months
+3.60%
6 Months
+6.78%
YTD
+7.93%
1 Year
+15.41%
3 Years (annualized)
+14.42%
5 Years (annualized)
+9.57%
10 Years (annualized)
+13.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFEDX 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)
+7.93%
Peer Avg (YTD)
+9.41%
vs Peers
-1.48%

AFEDX Mutual Fund Performance

AFEDX performance across multiple time periods: 1-month 0.37%, YTD 7.93%, 1-year 15.41%, 3-year 14.42%, 5-year 9.57%, 10-year 13.96%.

AFEDX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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