AFALX Mutual Fund

AFALX Mutual Fund

NAV$13.90
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Returns Overview

1 Month
-4.92%
3 Months
+4.64%
6 Months
+8.51%
YTD
+11.18%
1 Year
+14.75%
3 Years (annualized)
+15.63%
5 Years (annualized)
+15.85%
10 Years (annualized)
+15.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFALX 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)
+11.18%
Peer Avg (YTD)
+10.00%
vs Peers
+1.19%

AFALX Mutual Fund Performance

AFALX performance across multiple time periods: 1-month -4.92%, YTD 11.18%, 1-year 14.75%, 3-year 15.63%, 5-year 15.85%, 10-year 15.21%.

AFALX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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