AFICX Mutual Fund

AFICX Mutual Fund

NAV$100.91
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Returns Overview

1 Month
+1.03%
3 Months
-0.55%
6 Months
+9.46%
YTD
+13.89%
1 Year
+22.93%
3 Years (annualized)
+21.36%
5 Years (annualized)
+12.11%
10 Years (annualized)
+13.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFICX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.89%
Peer Avg (YTD)
+8.51%
vs Peers
+5.38%

AFICX Mutual Fund Performance

AFICX performance across multiple time periods: 1-month 1.03%, YTD 13.89%, 1-year 22.93%, 3-year 21.36%, 5-year 12.11%, 10-year 13.55%.

AFICX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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