AFDCX Mutual Fund

AFDCX Mutual Fund

NAV$46.92
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Returns Overview

1 Month
-1.07%
3 Months
-0.04%
6 Months
+3.20%
YTD
+7.05%
1 Year
+6.73%
3 Years (annualized)
+16.65%
5 Years (annualized)
+7.04%
10 Years (annualized)
+12.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFDCX 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)
+7.05%
Peer Avg (YTD)
+17.72%
vs Peers
-10.66%

AFDCX Mutual Fund Performance

AFDCX performance across multiple time periods: 1-month -1.07%, YTD 7.05%, 1-year 6.73%, 3-year 16.65%, 5-year 7.04%, 10-year 12.84%.

AFDCX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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