AFCHX Mutual Fund

AFCHX Mutual Fund

NAV$16.67
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Returns Overview

1 Month
-2.03%
3 Months
-5.95%
6 Months
+3.93%
YTD
-5.16%
1 Year
-3.98%
3 Years (annualized)
+6.35%
5 Years (annualized)
-2.79%
10 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFCHX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-5.16%
Peer Avg (YTD)
+8.70%
vs Peers
-13.86%

AFCHX Mutual Fund Performance

AFCHX performance across multiple time periods: 1-month -2.03%, YTD -5.16%, 1-year -3.98%, 3-year 6.35%, 5-year -2.79%, 10-year 6.05%.

AFCHX returns trail the peer average of 8.70% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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