AFGIX Mutual Fund

NAV$29.16

Returns Overview

1 Month
+0.10%
3 Months
+13.52%
6 Months
+10.04%
YTD
+8.69%
1 Year
+9.83%
3 Years (annualized)
+20.22%
5 Years (annualized)
+9.11%
10 Years (annualized)
+12.12%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index Gross
This Mutual Fund (YTD)
+8.69%
Peer Avg (YTD)
+8.97%
vs Peers
-0.28%

AFGIX Mutual Fund Performance

AFGIX performance across multiple time periods: 1-month 0.10%, YTD 8.69%, 1-year 9.83%, 3-year 20.22%, 5-year 9.11%, 10-year 12.12%.

AFGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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