AFOZX Mutual Fund

AFOZX Mutual Fund

NAV$24.16
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Returns Overview

1 Month
+4.81%
3 Months
+2.64%
6 Months
+12.34%
YTD
+11.85%
1 Year
+16.78%
3 Years (annualized)
+22.37%
5 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFOZX 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)
+11.85%
Peer Avg (YTD)
+9.89%
vs Peers
+1.96%

AFOZX Mutual Fund Performance

AFOZX performance across multiple time periods: 1-month 4.81%, YTD 11.85%, 1-year 16.78%, 3-year 22.37%, 5-year 3.29%.

AFOZX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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