AFFXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.25%
3 Months
+0.76%
6 Months
+1.51%
YTD
+1.51%
1 Year
+3.31%
3 Years (annualized)
+4.07%
5 Years (annualized)
+3.08%
10 Years (annualized)
+1.84%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
USTREAS TBill Auction Ave 3 Mon(^USTREASTBAAM)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+1.70%
vs Peers
-0.19%

AFFXX Mutual Fund Performance

AFFXX performance across multiple time periods: 1-month 0.25%, YTD 1.51%, 1-year 3.31%, 3-year 4.07%, 5-year 3.08%, 10-year 1.84%.

AFFXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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