AFICX Mutual Fund

NAV$101.33

Returns Overview

1 Month
-0.19%
3 Months
+18.48%
6 Months
+14.30%
YTD
+13.16%
1 Year
+26.68%
3 Years (annualized)
+22.09%
5 Years (annualized)
+12.71%
10 Years (annualized)
+13.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFICX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.16%
Peer Avg (YTD)
+8.97%
vs Peers
+4.19%

AFICX Mutual Fund Performance

AFICX performance across multiple time periods: 1-month -0.19%, YTD 13.16%, 1-year 26.68%, 3-year 22.09%, 5-year 12.71%, 10-year 13.61%.

AFICX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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