AFLEX Mutual Fund

AFLEX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
-0.23%
3 Months
+0.34%
6 Months
+0.87%
YTD
+1.22%
1 Year
+3.83%
3 Years (annualized)
+5.70%
5 Years (annualized)
+2.73%
10 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFLEX 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
ICE Bank of America Merrill Lynch US Dollar 3 Month LIBOR Constant Maturity Index(^IBML3MLIBOR)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+0.12%
vs Peers
+1.10%

AFLEX Mutual Fund Performance

AFLEX performance across multiple time periods: 1-month -0.23%, YTD 1.22%, 1-year 3.83%, 3-year 5.70%, 5-year 2.73%, 10-year 2.57%.

AFLEX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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