AFEIX Mutual Fund

AFEIX Mutual Fund

NAV$53.60
See how much of AFEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.42%
3 Months
+2.30%
6 Months
+10.55%
YTD
+10.44%
1 Year
+15.49%
3 Years (annualized)
+16.24%
5 Years (annualized)
+9.41%
10 Years (annualized)
+14.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFEIX 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)
+10.44%
Peer Avg (YTD)
+11.21%
vs Peers
-0.78%

AFEIX Mutual Fund Performance

AFEIX performance across multiple time periods: 1-month 2.42%, YTD 10.44%, 1-year 15.49%, 3-year 16.24%, 5-year 9.41%, 10-year 14.25%.

AFEIX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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