AFCLX Mutual Fund

AFCLX Mutual Fund

NAV$17.88
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Returns Overview

1 Month
-1.95%
3 Months
-5.82%
6 Months
+4.32%
YTD
-4.63%
1 Year
-3.26%
3 Years (annualized)
+7.15%
5 Years (annualized)
-2.07%
10 Years (annualized)
+6.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFCLX 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)
-4.63%
Peer Avg (YTD)
+8.70%
vs Peers
-13.33%

AFCLX Mutual Fund Performance

AFCLX performance across multiple time periods: 1-month -1.95%, YTD -4.63%, 1-year -3.26%, 3-year 7.15%, 5-year -2.07%, 10-year 6.84%.

AFCLX returns trail the peer average of 8.70% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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