AFNAX Mutual Fund

NAV$25.16
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Returns Overview

1 Month
+4.48%
3 Months
+6.25%
6 Months
+11.55%
YTD
+7.67%
1 Year
+16.06%
3 Years (annualized)
+14.20%
5 Years (annualized)
+10.69%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFNAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.67%
Peer Avg (YTD)
+2.75%
vs Peers
+4.92%

AFNAX Mutual Fund Performance

AFNAX performance across multiple time periods: 1-month 4.48%, YTD 7.67%, 1-year 16.06%, 3-year 14.20%, 5-year 10.69%, 10-year 11.41%.

AFNAX returns outperform the peer average of 2.75% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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