AFBIX Mutual Fund

NAV$27.10

Returns Overview

1 Month
-0.11%
3 Months
-2.05%
6 Months
-1.13%
YTD
-1.09%
1 Year
-3.03%
3 Years (annualized)
-4.64%
5 Years (annualized)
-1.99%
10 Years (annualized)
-4.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFBIX 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
Markit iBoxx $ Liquid High Yield Index(IBXXEUR5)
This Mutual Fund (YTD)
-1.09%
Peer Avg (YTD)
+12.13%
vs Peers
-13.22%

AFBIX Mutual Fund Performance

AFBIX performance across multiple time periods: 1-month -0.11%, YTD -1.09%, 1-year -3.03%, 3-year -4.64%, 5-year -1.99%, 10-year -4.23%.

AFBIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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