AFOZX Mutual Fund

NAV$22.95

Returns Overview

1 Month
+6.56%
3 Months
+25.58%
6 Months
+16.12%
YTD
+14.37%
1 Year
+28.66%
3 Years (annualized)
+24.21%
5 Years (annualized)
+7.29%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.37%
Peer Avg (YTD)
+10.82%
vs Peers
+3.55%

AFOZX Mutual Fund Performance

AFOZX performance across multiple time periods: 1-month 6.56%, YTD 14.37%, 1-year 28.66%, 3-year 24.21%, 5-year 7.29%.

AFOZX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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