AFOCX Mutual Fund

AFOCX Mutual Fund

NAV$26.16
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Returns Overview

1 Month
-0.42%
3 Months
+5.19%
6 Months
+9.21%
YTD
+11.46%
1 Year
+13.49%
3 Years (annualized)
+10.08%
5 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFOCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+11.46%
Peer Avg (YTD)
+9.41%
vs Peers
+2.05%

AFOCX Mutual Fund Performance

AFOCX performance across multiple time periods: 1-month -0.42%, YTD 11.46%, 1-year 13.49%, 3-year 10.08%, 5-year 7.12%.

AFOCX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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