AFGIX Mutual Fund

AFGIX Mutual Fund

NAV$26.61
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Returns Overview

1 Month
-1.74%
3 Months
-5.99%
6 Months
+6.72%
YTD
+2.18%
1 Year
+0.67%
3 Years (annualized)
+18.40%
5 Years (annualized)
+6.92%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFGIX 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
MSCI All Country World Index Gross
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+8.68%
vs Peers
-6.50%

AFGIX Mutual Fund Performance

AFGIX performance across multiple time periods: 1-month -1.74%, YTD 2.18%, 1-year 0.67%, 3-year 18.40%, 5-year 6.92%, 10-year 11.36%.

AFGIX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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