AFFMX Mutual Fund

AFFMX Mutual Fund

NAV$8.48
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Returns Overview

1 Month
+2.77%
3 Months
-0.46%
6 Months
-0.04%
YTD
+1.19%
1 Year
+2.72%
3 Years (annualized)
+10.24%
5 Years (annualized)
+4.23%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFFMX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+1.93%
vs Peers
-0.74%

AFFMX Mutual Fund Performance

AFFMX performance across multiple time periods: 1-month 2.77%, YTD 1.19%, 1-year 2.72%, 3-year 10.24%, 5-year 4.23%, 10-year 1.58%.

AFFMX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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