AFGPX Mutual Fund

AFGPX Mutual Fund

NAV$17.93
See how much of AFGPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.80%
3 Months
-4.31%
6 Months
+11.75%
YTD
+7.15%
1 Year
+6.97%
3 Years (annualized)
+13.97%
5 Years (annualized)
+2.24%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFGPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Gross Index
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+8.68%
vs Peers
-1.53%

AFGPX Mutual Fund Performance

AFGPX performance across multiple time periods: 1-month -1.80%, YTD 7.15%, 1-year 6.97%, 3-year 13.97%, 5-year 2.24%, 10-year 8.04%.

AFGPX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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