AFEDX Mutual Fund

AFEDX Mutual Fund

NAV$51.53
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Returns Overview

1 Month
-0.95%
3 Months
+0.29%
6 Months
+3.90%
YTD
+8.25%
1 Year
+8.17%
3 Years (annualized)
+18.24%
5 Years (annualized)
+8.49%
10 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFEDX 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)
+8.25%
Peer Avg (YTD)
+10.80%
vs Peers
-2.55%

AFEDX Mutual Fund Performance

AFEDX performance across multiple time periods: 1-month -0.95%, YTD 8.25%, 1-year 8.17%, 3-year 18.24%, 5-year 8.49%, 10-year 14.21%.

AFEDX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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