AFEGX Mutual Fund

NAV$53.91

Returns Overview

1 Month
-0.40%
3 Months
+14.28%
6 Months
+7.85%
YTD
+7.76%
1 Year
+17.51%
3 Years (annualized)
+16.15%
5 Years (annualized)
+10.58%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+9.51%
vs Peers
-1.74%

AFEGX Mutual Fund Performance

AFEGX performance across multiple time periods: 1-month -0.40%, YTD 7.76%, 1-year 17.51%, 3-year 16.15%, 5-year 10.58%.

AFEGX returns trail the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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