AFLKX Mutual Fund

AFLKX Mutual Fund

NAV$8.97
See how much of AFLKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.30%
3 Months
+0.16%
6 Months
+0.50%
YTD
+0.79%
1 Year
+3.06%
3 Years (annualized)
+4.90%
5 Years (annualized)
+1.94%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFLKX 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

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)
+0.79%
Peer Avg (YTD)
+0.12%
vs Peers
+0.67%

AFLKX Mutual Fund Performance

AFLKX performance across multiple time periods: 1-month -0.30%, YTD 0.79%, 1-year 3.06%, 3-year 4.90%, 5-year 1.94%, 10-year 1.54%.

AFLKX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.36%, investors should weigh costs against performance when evaluating this mutual fund.

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