AFCSX Mutual Fund

AFCSX Mutual Fund

NAV$18.64
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Returns Overview

1 Month
+1.17%
3 Months
-3.70%
6 Months
-4.14%
YTD
-0.78%
1 Year
+1.83%
3 Years (annualized)
+7.64%
5 Years (annualized)
-1.62%
10 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFCSX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-0.78%
Peer Avg (YTD)
+8.07%
vs Peers
-8.85%

AFCSX Mutual Fund Performance

AFCSX performance across multiple time periods: 1-month 1.17%, YTD -0.78%, 1-year 1.83%, 3-year 7.64%, 5-year -1.62%, 10-year 7.33%.

AFCSX returns trail the peer average of 8.07% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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