AFDGX Mutual Fund

AFDGX Mutual Fund

NAV$51.39
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Returns Overview

1 Month
-0.97%
3 Months
+0.25%
6 Months
+3.83%
YTD
+8.11%
1 Year
+8.02%
3 Years (annualized)
+17.71%
5 Years (annualized)
+8.14%
10 Years (annualized)
+14.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFDGX 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)
+8.11%
Peer Avg (YTD)
+10.80%
vs Peers
-2.69%

AFDGX Mutual Fund Performance

AFDGX performance across multiple time periods: 1-month -0.97%, YTD 8.11%, 1-year 8.02%, 3-year 17.71%, 5-year 8.14%, 10-year 14.18%.

AFDGX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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