AFOZX Mutual Fund

AFOZX Mutual Fund

NAV$21.25
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Returns Overview

1 Month
-7.22%
3 Months
+0.54%
6 Months
+7.19%
YTD
+7.29%
1 Year
+3.28%
3 Years (annualized)
+24.85%
5 Years (annualized)
+1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFOZX 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)
+7.29%
Peer Avg (YTD)
+10.76%
vs Peers
-3.47%

AFOZX Mutual Fund Performance

AFOZX performance across multiple time periods: 1-month -7.22%, YTD 7.29%, 1-year 3.28%, 3-year 24.85%, 5-year 1.10%.

AFOZX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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