AFFCX Mutual Fund

AFFCX Mutual Fund

NAV$7.43
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Returns Overview

1 Month
+1.59%
3 Months
-0.50%
6 Months
-0.93%
YTD
-0.73%
1 Year
-0.29%
3 Years (annualized)
+5.60%
5 Years (annualized)
+0.37%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFFCX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.73%
Peer Avg (YTD)
+5.28%
vs Peers
-6.01%

AFFCX Mutual Fund Performance

AFFCX performance across multiple time periods: 1-month 1.59%, YTD -0.73%, 1-year -0.29%, 3-year 5.60%, 5-year 0.37%, 10-year 2.16%.

AFFCX returns trail the peer average of 5.28% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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