AFIFX Mutual Fund

AFIFX Mutual Fund

NAV$100.95
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Returns Overview

1 Month
-1.31%
3 Months
-1.56%
6 Months
+15.09%
YTD
+12.90%
1 Year
+17.83%
3 Years (annualized)
+25.02%
5 Years (annualized)
+14.45%
10 Years (annualized)
+13.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFIFX 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
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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)
+12.90%
Peer Avg (YTD)
+8.67%
vs Peers
+4.24%

AFIFX Mutual Fund Performance

AFIFX performance across multiple time periods: 1-month -1.31%, YTD 12.90%, 1-year 17.83%, 3-year 25.02%, 5-year 14.45%, 10-year 13.60%.

AFIFX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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