AFQSX Mutual Fund

AFQSX Mutual Fund

NAV$11.06
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Returns Overview

1 Month
-0.09%
3 Months
+5.99%
6 Months
+10.88%
YTD
+12.15%
1 Year
+21.90%
3 Years (annualized)
+6.54%
5 Years (annualized)
+1.96%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.15%
Peer Avg (YTD)
-0.65%
vs Peers
+12.80%

AFQSX Mutual Fund Performance

AFQSX performance across multiple time periods: 1-month -0.09%, YTD 12.15%, 1-year 21.90%, 3-year 6.54%, 5-year 1.96%.

AFQSX returns outperform the peer average of -0.65% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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