AFFXX Mutual Fund

AFFXX Mutual Fund

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Returns Overview

1 Month
+0.26%
3 Months
+0.77%
6 Months
+1.54%
YTD
+2.04%
1 Year
+3.21%
3 Years (annualized)
+3.99%
5 Years (annualized)
+3.19%
10 Years (annualized)
+1.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFFXX 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
USTREAS TBill Auction Ave 3 Mon(^USTREASTBAAM)
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+2.25%
vs Peers
-0.21%

AFFXX Mutual Fund Performance

AFFXX performance across multiple time periods: 1-month 0.26%, YTD 2.04%, 1-year 3.21%, 3-year 3.99%, 5-year 3.19%, 10-year 1.89%.

AFFXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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