AFGZX Mutual Fund

AFGZX Mutual Fund

NAV$28.61
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Returns Overview

1 Month
-4.24%
3 Months
-5.86%
6 Months
-6.62%
YTD
-1.97%
1 Year
-4.25%
3 Years (annualized)
+14.72%
5 Years (annualized)
+1.03%
10 Years (annualized)
+8.73%

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
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📉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)
-1.97%
Peer Avg (YTD)
+5.23%
vs Peers
-7.20%

AFGZX Mutual Fund Performance

AFGZX performance across multiple time periods: 1-month -4.24%, YTD -1.97%, 1-year -4.25%, 3-year 14.72%, 5-year 1.03%, 10-year 8.73%.

AFGZX returns trail the peer average of 5.23% 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.