AFGZX Mutual Fund

AFGZX Mutual Fund

NAV$30.67
See how much of AFGZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.30%
3 Months
-0.81%
6 Months
+0.99%
YTD
+5.42%
1 Year
+4.81%
3 Years (annualized)
+11.83%
5 Years (annualized)
+3.41%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFGZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Index Gross
This Mutual Fund (YTD)
+5.42%
Peer Avg (YTD)
+6.23%
vs Peers
-0.81%

AFGZX Mutual Fund Performance

AFGZX performance across multiple time periods: 1-month -4.30%, YTD 5.42%, 1-year 4.81%, 3-year 11.83%, 5-year 3.41%, 10-year 9.10%.

AFGZX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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