AFEGX Mutual Fund

AFEGX Mutual Fund

NAV$53.13
See how much of AFEGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.41%
3 Months
+3.71%
6 Months
+7.02%
YTD
+8.20%
1 Year
+15.91%
3 Years (annualized)
+14.93%
5 Years (annualized)
+10.05%
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
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)
+8.20%
Peer Avg (YTD)
+9.41%
vs Peers
-1.21%

AFEGX Mutual Fund Performance

AFEGX performance across multiple time periods: 1-month 0.41%, YTD 8.20%, 1-year 15.91%, 3-year 14.93%, 5-year 10.05%, 10-year 14.32%.

AFEGX returns trail the peer average of 9.41% 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.