AFDRX Mutual Fund

AFDRX Mutual Fund

NAV$50.32
See how much of AFDRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.04%
3 Months
+0.08%
6 Months
+3.44%
YTD
+7.49%
1 Year
+7.25%
3 Years (annualized)
+17.23%
5 Years (annualized)
+7.57%
10 Years (annualized)
+13.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFDRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+9.28%
vs Peers
-1.78%

AFDRX Mutual Fund Performance

AFDRX performance across multiple time periods: 1-month -1.04%, YTD 7.49%, 1-year 7.25%, 3-year 17.23%, 5-year 7.57%, 10-year 13.41%.

AFDRX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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