AFBIX Mutual Fund

AFBIX Mutual Fund

NAV$27.74
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Returns Overview

1 Month
-0.84%
3 Months
-0.74%
6 Months
-1.46%
YTD
-1.71%
1 Year
-3.12%
3 Years (annualized)
-4.89%
5 Years (annualized)
-1.86%
10 Years (annualized)
-4.11%

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)
-1.71%
Peer Avg (YTD)
+6.77%
vs Peers
-8.48%

AFBIX Mutual Fund Performance

AFBIX performance across multiple time periods: 1-month -0.84%, YTD -1.71%, 1-year -3.12%, 3-year -4.89%, 5-year -1.86%, 10-year -4.11%.

AFBIX returns trail the peer average of 6.77% 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.