AFMCX Mutual Fund

AFMCX Mutual Fund

NAV$19.24
See how much of AFMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.35%
3 Months
+7.22%
6 Months
+21.83%
YTD
+28.21%
1 Year
+37.39%
3 Years (annualized)
+19.24%
5 Years (annualized)
+8.10%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFMCX 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
Russell Micro Cap Total Return USD(^RMCC)
This Mutual Fund (YTD)
+28.21%
Peer Avg (YTD)
+15.20%
vs Peers
+13.01%

AFMCX Mutual Fund Performance

AFMCX performance across multiple time periods: 1-month 1.35%, YTD 28.21%, 1-year 37.39%, 3-year 19.24%, 5-year 8.10%, 10-year 11.37%.

AFMCX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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