AFMCX Mutual Fund

NAV$20.16

Returns Overview

1 Month
+11.11%
3 Months
+31.65%
6 Months
+33.38%
YTD
+32.85%
1 Year
+55.04%
3 Years (annualized)
+20.90%
5 Years (annualized)
+8.57%
10 Years (annualized)
+12.48%

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

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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
Russell Micro Cap Total Return USD(^RMCC)
This Mutual Fund (YTD)
+32.85%
Peer Avg (YTD)
+18.52%
vs Peers
+14.33%

AFMCX Mutual Fund Performance

AFMCX performance across multiple time periods: 1-month 11.11%, YTD 32.85%, 1-year 55.04%, 3-year 20.90%, 5-year 8.57%, 10-year 12.48%.

AFMCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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