AFGFX Mutual Fund

AFGFX Mutual Fund

NAV$91.01
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Returns Overview

1 Month
+1.60%
3 Months
-4.97%
6 Months
+6.96%
YTD
+2.26%
1 Year
+7.83%
3 Years (annualized)
+26.36%
5 Years (annualized)
+19.09%
10 Years (annualized)
+25.75%

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
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🏦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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.26%
Peer Avg (YTD)
+8.51%
vs Peers
-6.25%

AFGFX Mutual Fund Performance

AFGFX performance across multiple time periods: 1-month 1.60%, YTD 2.26%, 1-year 7.83%, 3-year 26.36%, 5-year 19.09%, 10-year 25.75%.

AFGFX returns trail the peer average of 8.51% 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.