AFDVX Mutual Fund

AFDVX Mutual Fund

NAV$26.31
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Returns Overview

1 Month
-5.62%
3 Months
-6.70%
6 Months
+7.74%
YTD
+8.76%
1 Year
+8.98%
3 Years (annualized)
+15.12%
5 Years (annualized)
+10.22%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFDVX 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 Small Cap Index(MSTARUSMCI)
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+10.34%
vs Peers
-1.58%

AFDVX Mutual Fund Performance

AFDVX performance across multiple time periods: 1-month -5.62%, YTD 8.76%, 1-year 8.98%, 3-year 15.12%, 5-year 10.22%, 10-year 13.38%.

AFDVX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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