AFOIX Mutual Fund

AFOIX Mutual Fund

NAV$22.92
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Returns Overview

1 Month
-8.14%
3 Months
+6.50%
6 Months
+6.35%
YTD
+6.50%
1 Year
+13.14%
3 Years (annualized)
+19.58%
5 Years (annualized)
+3.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFOIX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.50%
Peer Avg (YTD)
+9.54%
vs Peers
-3.04%

AFOIX Mutual Fund Performance

AFOIX performance across multiple time periods: 1-month -8.14%, YTD 6.50%, 1-year 13.14%, 3-year 19.58%, 5-year 3.46%.

AFOIX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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