AFEGX Mutual Fund

AFEGX Mutual Fund

NAV$53.99
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Returns Overview

1 Month
+2.46%
3 Months
+2.46%
6 Months
+10.89%
YTD
+10.87%
1 Year
+16.18%
3 Years (annualized)
+16.93%
5 Years (annualized)
+10.06%
10 Years (annualized)
+14.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFEGX 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
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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)
+10.87%
Peer Avg (YTD)
+11.21%
vs Peers
-0.35%

AFEGX Mutual Fund Performance

AFEGX performance across multiple time periods: 1-month 2.46%, YTD 10.87%, 1-year 16.18%, 3-year 16.93%, 5-year 10.06%, 10-year 14.32%.

AFEGX returns trail the peer average of 11.21% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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