AFDZX Mutual Fund

AFDZX Mutual Fund

NAV$26.56
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Returns Overview

1 Month
-5.60%
3 Months
-6.64%
6 Months
+7.89%
YTD
+8.95%
1 Year
+9.23%
3 Years (annualized)
+15.27%
5 Years (annualized)
+10.39%
10 Years (annualized)
+13.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFDZX 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
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📉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)
+8.95%
Peer Avg (YTD)
+10.34%
vs Peers
-1.39%

AFDZX Mutual Fund Performance

AFDZX performance across multiple time periods: 1-month -5.60%, YTD 8.95%, 1-year 9.23%, 3-year 15.27%, 5-year 10.39%, 10-year 13.61%.

AFDZX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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