AFOCX Mutual Fund

NAV$26.47

Returns Overview

1 Month
+2.48%
3 Months
+14.41%
6 Months
+12.51%
YTD
+11.93%
1 Year
+15.15%
3 Years (annualized)
+11.54%
5 Years (annualized)
+7.46%

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
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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+11.93%
Peer Avg (YTD)
+9.51%
vs Peers
+2.42%

AFOCX Mutual Fund Performance

AFOCX performance across multiple time periods: 1-month 2.48%, YTD 11.93%, 1-year 15.15%, 3-year 11.54%, 5-year 7.46%.

AFOCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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