AFMBX Mutual Fund

AFMBX Mutual Fund

NAV$40.17
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Returns Overview

1 Month
+1.13%
3 Months
-0.25%
6 Months
+2.24%
YTD
+7.60%
1 Year
+10.67%
3 Years (annualized)
+18.19%
5 Years (annualized)
+8.88%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFMBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.60%
Peer Avg (YTD)
+5.30%
vs Peers
+2.29%

AFMBX Mutual Fund Performance

AFMBX performance across multiple time periods: 1-month 1.13%, YTD 7.60%, 1-year 10.67%, 3-year 18.19%, 5-year 8.88%, 10-year 10.30%.

AFMBX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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