AFQSX Mutual Fund

AFQSX Mutual Fund

NAV$11.23
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Returns Overview

1 Month
-0.45%
3 Months
+1.94%
6 Months
+16.00%
YTD
+14.43%
1 Year
+20.17%
3 Years (annualized)
+5.98%
5 Years (annualized)
+1.59%

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)
+14.43%
Peer Avg (YTD)
+7.57%
vs Peers
+6.86%

AFQSX Mutual Fund Performance

AFQSX performance across multiple time periods: 1-month -0.45%, YTD 14.43%, 1-year 20.17%, 3-year 5.98%, 5-year 1.59%.

AFQSX returns outperform the peer average of 7.57% 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.