AFVZX Mutual Fund

AFVZX Mutual Fund

NAV$26.99
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Returns Overview

1 Month
+0.38%
3 Months
+7.34%
6 Months
+11.19%
YTD
+12.70%
1 Year
+21.40%
3 Years (annualized)
+12.97%
5 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFVZX 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)
+12.70%
Peer Avg (YTD)
+11.41%
vs Peers
+1.29%

AFVZX Mutual Fund Performance

AFVZX performance across multiple time periods: 1-month 0.38%, YTD 12.70%, 1-year 21.40%, 3-year 12.97%, 5-year 9.69%.

AFVZX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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