AFBIX Mutual Fund

AFBIX Mutual Fund

NAV$26.96
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Returns Overview

1 Month
+0.22%
3 Months
-0.33%
6 Months
-0.44%
YTD
-0.87%
1 Year
-2.99%
3 Years (annualized)
-4.33%
5 Years (annualized)
-1.90%
10 Years (annualized)
-4.04%

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
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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
Markit iBoxx $ Liquid High Yield Index(IBXXEUR5)
This Mutual Fund (YTD)
-0.87%
Peer Avg (YTD)
-0.65%
vs Peers
-0.23%

AFBIX Mutual Fund Performance

AFBIX performance across multiple time periods: 1-month 0.22%, YTD -0.87%, 1-year -2.99%, 3-year -4.33%, 5-year -1.90%, 10-year -4.04%.

AFBIX returns trail the peer average of -0.65% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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