AFVZX Mutual Fund

AFVZX Mutual Fund

NAV$27.17
See how much of AFVZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.40%
3 Months
+5.41%
6 Months
+13.07%
YTD
+15.41%
1 Year
+21.02%
3 Years (annualized)
+14.69%
5 Years (annualized)
+9.58%

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
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
Morningstar US Large-Mid Cap Broad Value Index
This Mutual Fund (YTD)
+15.41%
Peer Avg (YTD)
+12.44%
vs Peers
+2.97%

AFVZX Mutual Fund Performance

AFVZX performance across multiple time periods: 1-month 2.40%, YTD 15.41%, 1-year 21.02%, 3-year 14.69%, 5-year 9.58%.

AFVZX returns outperform the peer average of 12.44% 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.