AFBIX Mutual Fund

AFBIX Mutual Fund

NAV$27.43
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Returns Overview

1 Month
-0.58%
3 Months
+1.36%
6 Months
+1.02%
YTD
+0.47%
1 Year
-0.36%
3 Years (annualized)
-5.50%
5 Years (annualized)
-1.63%
10 Years (annualized)
-3.82%

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)
+0.47%
Peer Avg (YTD)
+1.16%
vs Peers
-0.68%

AFBIX Mutual Fund Performance

AFBIX performance across multiple time periods: 1-month -0.58%, YTD 0.47%, 1-year -0.36%, 3-year -5.50%, 5-year -1.63%, 10-year -3.82%.

AFBIX returns trail the peer average of 1.16% 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.