AFQSX Mutual Fund

NAV$11.11

Returns Overview

1 Month
+0.56%
3 Months
+13.79%
6 Months
+12.49%
YTD
+12.25%
1 Year
+22.84%
3 Years (annualized)
+6.06%
5 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFQSX 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)
+12.25%
Peer Avg (YTD)
+12.13%
vs Peers
+0.12%

AFQSX Mutual Fund Performance

AFQSX performance across multiple time periods: 1-month 0.56%, YTD 12.25%, 1-year 22.84%, 3-year 6.06%, 5-year 2.42%.

AFQSX returns outperform the peer average of 12.13% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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