AFYCX Mutual Fund

AFYCX Mutual Fund

NAV$24.79
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Returns Overview

1 Month
+4.45%
3 Months
+6.10%
6 Months
+11.13%
YTD
+7.57%
1 Year
+15.23%
3 Years (annualized)
+13.37%
5 Years (annualized)
+9.92%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFYCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+2.75%
vs Peers
+4.82%

AFYCX Mutual Fund Performance

AFYCX performance across multiple time periods: 1-month 4.45%, YTD 7.57%, 1-year 15.23%, 3-year 13.37%, 5-year 9.92%, 10-year 10.59%.

AFYCX returns outperform the peer average of 2.75% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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