AFAVX Mutual Fund

NAV$12.87

Returns Overview

1 Month
+2.39%
3 Months
-0.23%
6 Months
-1.76%
YTD
-1.68%
1 Year
+1.65%
3 Years (annualized)
+10.86%
5 Years (annualized)
+4.00%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFAVX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
-1.68%
Peer Avg (YTD)
+10.82%
vs Peers
-12.50%

AFAVX Mutual Fund Performance

AFAVX performance across multiple time periods: 1-month 2.39%, YTD -1.68%, 1-year 1.65%, 3-year 10.86%, 5-year 4.00%, 10-year 8.68%.

AFAVX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

AFAVX performance comparison shows side-by-side returns with another fund. AFAVX alternatives are available in the Mutual Fund Screener.