AFYDX Mutual Fund

AFYDX Mutual Fund

NAV$53.53
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Returns Overview

1 Month
-1.13%
3 Months
+1.63%
6 Months
+16.00%
YTD
+9.28%
1 Year
+11.18%
3 Years (annualized)
+16.40%
5 Years (annualized)
+9.58%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFYDX 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)
+9.28%
Peer Avg (YTD)
+9.98%
vs Peers
-0.70%

AFYDX Mutual Fund Performance

AFYDX performance across multiple time periods: 1-month -1.13%, YTD 9.28%, 1-year 11.18%, 3-year 16.40%, 5-year 9.58%, 10-year 14.09%.

AFYDX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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