AFMCX Mutual Fund

AFMCX Mutual Fund

NAV$19.11
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Returns Overview

1 Month
-2.30%
3 Months
-5.71%
6 Months
+24.12%
YTD
+25.26%
1 Year
+31.15%
3 Years (annualized)
+19.24%
5 Years (annualized)
+8.10%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFMCX 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
Russell Micro Cap Total Return USD(^RMCC)
This Mutual Fund (YTD)
+25.26%
Peer Avg (YTD)
+10.34%
vs Peers
+14.92%

AFMCX Mutual Fund Performance

AFMCX performance across multiple time periods: 1-month -2.30%, YTD 25.26%, 1-year 31.15%, 3-year 19.24%, 5-year 8.10%, 10-year 11.37%.

AFMCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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