AFEDX Mutual Fund

AFEDX Mutual Fund

NAV$53.54
See how much of AFEDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.41%
3 Months
+2.33%
6 Months
+10.63%
YTD
+10.54%
1 Year
+15.65%
3 Years (annualized)
+16.41%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.54%
Peer Avg (YTD)
+11.21%
vs Peers
-0.68%

AFEDX Mutual Fund Performance

AFEDX performance across multiple time periods: 1-month 2.41%, YTD 10.54%, 1-year 15.65%, 3-year 16.41%, 5-year 9.57%, 10-year 13.96%.

AFEDX returns trail the peer average of 11.21% 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.