AFGZX Mutual Fund

NAV$30.42

Returns Overview

1 Month
-3.73%
3 Months
-2.50%
6 Months
+0.33%
YTD
+3.15%
1 Year
+10.04%
3 Years (annualized)
+15.35%
5 Years (annualized)
+4.68%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFGZX 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
MSCI All Country World Index Gross
This Mutual Fund (YTD)
+3.15%
Peer Avg (YTD)
+8.97%
vs Peers
-5.82%

AFGZX Mutual Fund Performance

AFGZX performance across multiple time periods: 1-month -3.73%, YTD 3.15%, 1-year 10.04%, 3-year 15.35%, 5-year 4.68%, 10-year 9.91%.

AFGZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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