AFBSX Mutual Fund

NAV$22.16

Returns Overview

1 Month
-0.18%
3 Months
-2.29%
6 Months
-1.59%
YTD
-1.55%
1 Year
-4.02%
3 Years (annualized)
-5.59%
5 Years (annualized)
-2.95%
10 Years (annualized)
-5.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFBSX 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)
-1.55%
Peer Avg (YTD)
+12.13%
vs Peers
-13.68%

AFBSX Mutual Fund Performance

AFBSX performance across multiple time periods: 1-month -0.18%, YTD -1.55%, 1-year -4.02%, 3-year -5.59%, 5-year -2.95%, 10-year -5.10%.

AFBSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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