AFVLX Mutual Fund

AFVLX Mutual Fund

NAV$27.13
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Returns Overview

1 Month
+2.38%
3 Months
+5.37%
6 Months
+12.97%
YTD
+15.23%
1 Year
+20.73%
3 Years (annualized)
+14.60%
5 Years (annualized)
+9.43%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Large-Mid Cap Broad Value Index
This Mutual Fund (YTD)
+15.23%
Peer Avg (YTD)
+12.44%
vs Peers
+2.80%

AFVLX Mutual Fund Performance

AFVLX performance across multiple time periods: 1-month 2.38%, YTD 15.23%, 1-year 20.73%, 3-year 14.60%, 5-year 9.43%.

AFVLX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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