AFGZX Mutual Fund

AFGZX Mutual Fund

NAV$30.33
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Returns Overview

1 Month
-1.73%
3 Months
-5.92%
6 Months
+6.87%
YTD
+2.37%
1 Year
+0.91%
3 Years (annualized)
+13.62%
5 Years (annualized)
+2.59%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFGZX 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
MSCI All Country World Index Gross
This Mutual Fund (YTD)
+2.37%
Peer Avg (YTD)
+8.68%
vs Peers
-6.31%

AFGZX Mutual Fund Performance

AFGZX performance across multiple time periods: 1-month -1.73%, YTD 2.37%, 1-year 0.91%, 3-year 13.62%, 5-year 2.59%, 10-year 9.17%.

AFGZX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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