AFCSX Mutual Fund

NAV$18.51

Returns Overview

1 Month
-5.42%
3 Months
-3.44%
6 Months
-8.00%
YTD
-4.98%
1 Year
+4.78%
3 Years (annualized)
+7.02%
5 Years (annualized)
+0.06%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFCSX 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)
-4.98%
Peer Avg (YTD)
+9.23%
vs Peers
-14.21%

AFCSX Mutual Fund Performance

AFCSX performance across multiple time periods: 1-month -5.42%, YTD -4.98%, 1-year 4.78%, 3-year 7.02%, 5-year 0.06%, 10-year 8.20%.

AFCSX returns trail the peer average of 9.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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