AFVLX Mutual Fund

AFVLX Mutual Fund

NAV$27.05
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Returns Overview

1 Month
-2.29%
3 Months
+0.42%
6 Months
+15.80%
YTD
+12.60%
1 Year
+14.57%
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
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🏦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)
+12.60%
Peer Avg (YTD)
+10.00%
vs Peers
+2.60%

AFVLX Mutual Fund Performance

AFVLX performance across multiple time periods: 1-month -2.29%, YTD 12.60%, 1-year 14.57%, 3-year 14.60%, 5-year 9.43%.

AFVLX returns outperform the peer average of 10.00% 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.