AFCSX Mutual Fund

AFCSX Mutual Fund

NAV$18.39
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Returns Overview

1 Month
-1.95%
3 Months
-5.72%
6 Months
+4.54%
YTD
-4.31%
1 Year
-2.85%
3 Years (annualized)
+7.64%
5 Years (annualized)
-1.62%
10 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFCSX 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)
-4.31%
Peer Avg (YTD)
+8.70%
vs Peers
-13.01%

AFCSX Mutual Fund Performance

AFCSX performance across multiple time periods: 1-month -1.95%, YTD -4.31%, 1-year -2.85%, 3-year 7.64%, 5-year -1.62%, 10-year 7.33%.

AFCSX returns trail the peer average of 8.70% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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