AFIFX Mutual Fund

AFIFX Mutual Fund

NAV$103.41
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Returns Overview

1 Month
+1.09%
3 Months
-0.38%
6 Months
+8.20%
YTD
+14.41%
1 Year
+23.77%
3 Years (annualized)
+21.48%
5 Years (annualized)
+12.32%
10 Years (annualized)
+13.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFIFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.41%
Peer Avg (YTD)
+8.51%
vs Peers
+5.90%

AFIFX Mutual Fund Performance

AFIFX performance across multiple time periods: 1-month 1.09%, YTD 14.41%, 1-year 23.77%, 3-year 21.48%, 5-year 12.32%, 10-year 13.83%.

AFIFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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