AFOYX Mutual Fund

AFOYX Mutual Fund

NAV$19.11
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Returns Overview

1 Month
+3.08%
3 Months
+8.59%
6 Months
+4.96%
YTD
+18.51%
1 Year
+22.89%
3 Years (annualized)
+19.52%
5 Years (annualized)
+9.92%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFOYX 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)
+18.51%
Peer Avg (YTD)
+9.89%
vs Peers
+8.62%

AFOYX Mutual Fund Performance

AFOYX performance across multiple time periods: 1-month 3.08%, YTD 18.51%, 1-year 22.89%, 3-year 19.52%, 5-year 9.92%, 10-year 10.88%.

AFOYX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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