AAFTX Mutual Fund

AAFTX Mutual Fund

NAV$22.51
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Returns Overview

1 Month
-0.72%
3 Months
+2.26%
6 Months
+4.27%
YTD
+5.87%
1 Year
+13.31%
3 Years (annualized)
+12.96%
5 Years (annualized)
+7.02%
10 Years (annualized)
+9.91%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.87%
Peer Avg (YTD)
+6.99%
vs Peers
-1.13%

AAFTX Mutual Fund Performance

AAFTX performance across multiple time periods: 1-month -0.72%, YTD 5.87%, 1-year 13.31%, 3-year 12.96%, 5-year 7.02%, 10-year 9.91%.

AAFTX returns trail the peer average of 6.99% 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.