AFCHX Mutual Fund

NAV$16.67

Returns Overview

1 Month
-6.35%
3 Months
-3.53%
6 Months
-8.66%
YTD
-6.51%
1 Year
+3.51%
3 Years (annualized)
+5.75%
5 Years (annualized)
-0.63%
10 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFCHX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-6.51%
Peer Avg (YTD)
+9.23%
vs Peers
-15.74%

AFCHX Mutual Fund Performance

AFCHX performance across multiple time periods: 1-month -6.35%, YTD -6.51%, 1-year 3.51%, 3-year 5.75%, 5-year -0.63%, 10-year 7.54%.

AFCHX returns trail the peer average of 9.23% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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