AFGPX Mutual Fund

AFGPX Mutual Fund

NAV$18.41
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Returns Overview

1 Month
-3.41%
3 Months
+4.43%
6 Months
+4.37%
YTD
+10.40%
1 Year
+12.13%
3 Years (annualized)
+11.84%
5 Years (annualized)
+3.00%
10 Years (annualized)
+7.95%

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
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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 ACWI ex USA Gross Index
This Mutual Fund (YTD)
+10.40%
Peer Avg (YTD)
+6.23%
vs Peers
+4.17%

AFGPX Mutual Fund Performance

AFGPX performance across multiple time periods: 1-month -3.41%, YTD 10.40%, 1-year 12.13%, 3-year 11.84%, 5-year 3.00%, 10-year 7.95%.

AFGPX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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