AFGFX Mutual Fund

AFGFX Mutual Fund

NAV$89.62
See how much of AFGFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.09%
3 Months
-0.41%
6 Months
+1.97%
YTD
+0.65%
1 Year
+12.67%
3 Years (annualized)
+25.53%
5 Years (annualized)
+19.67%
10 Years (annualized)
+25.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFGFX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+6.23%
vs Peers
-5.58%

AFGFX Mutual Fund Performance

AFGFX performance across multiple time periods: 1-month -2.09%, YTD 0.65%, 1-year 12.67%, 3-year 25.53%, 5-year 19.67%, 10-year 25.45%.

AFGFX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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