AFEIX Mutual Fund

AFEIX Mutual Fund

NAV$51.35
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Returns Overview

1 Month
-0.96%
3 Months
+0.27%
6 Months
+3.83%
YTD
+8.12%
1 Year
+8.02%
3 Years (annualized)
+18.06%
5 Years (annualized)
+8.33%
10 Years (annualized)
+14.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFEIX 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)
+8.12%
Peer Avg (YTD)
+17.72%
vs Peers
-9.60%

AFEIX Mutual Fund Performance

AFEIX performance across multiple time periods: 1-month -0.96%, YTD 8.12%, 1-year 8.02%, 3-year 18.06%, 5-year 8.33%, 10-year 14.20%.

AFEIX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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