AFJAX Mutual Fund

NAV$28.54

Returns Overview

1 Month
-2.30%
3 Months
+7.77%
6 Months
+11.22%
YTD
+9.56%
1 Year
+27.60%
3 Years (annualized)
+15.82%
5 Years (annualized)
+6.19%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFJAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI AC World Index ex USA Index
This Mutual Fund (YTD)
+9.56%
Peer Avg (YTD)
+8.71%
vs Peers
+0.85%

AFJAX Mutual Fund Performance

AFJAX performance across multiple time periods: 1-month -2.30%, YTD 9.56%, 1-year 27.60%, 3-year 15.82%, 5-year 6.19%, 10-year 7.69%.

AFJAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

AFJAX performance comparison shows side-by-side returns with another fund. AFJAX alternatives are available in the Mutual Fund Screener.