AFBSX Mutual Fund

AFBSX Mutual Fund

NAV$22.63
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Returns Overview

1 Month
-0.90%
3 Months
-0.94%
6 Months
-1.91%
YTD
-2.30%
1 Year
-4.05%
3 Years (annualized)
-5.82%
5 Years (annualized)
-2.82%
10 Years (annualized)
-5.00%

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
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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)
-2.30%
Peer Avg (YTD)
+6.77%
vs Peers
-9.07%

AFBSX Mutual Fund Performance

AFBSX performance across multiple time periods: 1-month -0.90%, YTD -2.30%, 1-year -4.05%, 3-year -5.82%, 5-year -2.82%, 10-year -5.00%.

AFBSX returns trail the peer average of 6.77% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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