AFOYX Mutual Fund

AFOYX Mutual Fund

NAV$20.54
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Returns Overview

1 Month
+7.17%
3 Months
+1.04%
6 Months
+5.56%
YTD
+14.86%
1 Year
+21.80%
3 Years (annualized)
+23.81%
5 Years (annualized)
+9.39%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFOYX 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)
+14.86%
Peer Avg (YTD)
+8.01%
vs Peers
+6.85%

AFOYX Mutual Fund Performance

AFOYX performance across multiple time periods: 1-month 7.17%, YTD 14.86%, 1-year 21.80%, 3-year 23.81%, 5-year 9.39%, 10-year 10.99%.

AFOYX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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