AFFIX Mutual Fund

AFFIX Mutual Fund

NAV$7.67
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Returns Overview

1 Month
+1.68%
3 Months
-0.84%
6 Months
-1.25%
YTD
-1.33%
1 Year
-0.91%
3 Years (annualized)
+5.28%
5 Years (annualized)
+0.39%
10 Years (annualized)
+2.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFFIX 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)
-1.33%
Peer Avg (YTD)
+5.30%
vs Peers
-6.63%

AFFIX Mutual Fund Performance

AFFIX performance across multiple time periods: 1-month 1.68%, YTD -1.33%, 1-year -0.91%, 3-year 5.28%, 5-year 0.39%, 10-year 2.02%.

AFFIX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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