AFDZX Mutual Fund

NAV$27.41

Returns Overview

1 Month
+2.51%
3 Months
+7.87%
6 Months
+13.36%
YTD
+17.39%
1 Year
+28.46%
3 Years (annualized)
+16.80%
5 Years (annualized)
+10.64%
10 Years (annualized)
+14.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFDZX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar US Small Cap Index(MSTARUSMCI)
This Mutual Fund (YTD)
+17.39%
Peer Avg (YTD)
+18.52%
vs Peers
-1.14%

AFDZX Mutual Fund Performance

AFDZX performance across multiple time periods: 1-month 2.51%, YTD 17.39%, 1-year 28.46%, 3-year 16.80%, 5-year 10.64%, 10-year 14.52%.

AFDZX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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