AAFTX Mutual Fund

AAFTX Mutual Fund

NAV$22.15
See how much of AAFTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.17%
3 Months
+0.67%
6 Months
+4.17%
YTD
+7.11%
1 Year
+12.52%
3 Years (annualized)
+14.12%
5 Years (annualized)
+6.85%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAFTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+8.76%
vs Peers
-1.65%

AAFTX Mutual Fund Performance

AAFTX performance across multiple time periods: 1-month 1.17%, YTD 7.11%, 1-year 12.52%, 3-year 14.12%, 5-year 6.85%, 10-year 10.03%.

AAFTX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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