AFGPX Mutual Fund

NAV$18.73

Returns Overview

1 Month
+3.70%
3 Months
+16.78%
6 Months
+14.29%
YTD
+11.98%
1 Year
+13.45%
3 Years (annualized)
+15.38%
5 Years (annualized)
+4.11%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFGPX 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 ACWI ex USA Gross Index
This Mutual Fund (YTD)
+11.98%
Peer Avg (YTD)
+8.97%
vs Peers
+3.01%

AFGPX Mutual Fund Performance

AFGPX performance across multiple time periods: 1-month 3.70%, YTD 11.98%, 1-year 13.45%, 3-year 15.38%, 5-year 4.11%, 10-year 8.72%.

AFGPX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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