AFVLX Mutual Fund

NAV$27.35

Returns Overview

1 Month
+2.53%
3 Months
+15.32%
6 Months
+12.85%
YTD
+12.13%
1 Year
+21.07%
3 Years (annualized)
+14.21%
5 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFVLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Large-Mid Cap Broad Value Index
This Mutual Fund (YTD)
+12.13%
Peer Avg (YTD)
+9.49%
vs Peers
+2.64%

AFVLX Mutual Fund Performance

AFVLX performance across multiple time periods: 1-month 2.53%, YTD 12.13%, 1-year 21.07%, 3-year 14.21%, 5-year 9.61%.

AFVLX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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