AFMFX Mutual Fund

AFMFX Mutual Fund

NAV$65.51
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Returns Overview

1 Month
+0.81%
3 Months
+5.31%
6 Months
+7.64%
YTD
+9.20%
1 Year
+16.39%
3 Years (annualized)
+14.43%
5 Years (annualized)
+10.68%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFMFX 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)
+9.20%
Peer Avg (YTD)
+11.41%
vs Peers
-2.21%

AFMFX Mutual Fund Performance

AFMFX performance across multiple time periods: 1-month 0.81%, YTD 9.20%, 1-year 16.39%, 3-year 14.43%, 5-year 10.68%, 10-year 11.49%.

AFMFX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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