AFNIX Mutual Fund

AFNIX Mutual Fund

NAV$21.38
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Returns Overview

1 Month
+4.49%
3 Months
+6.34%
6 Months
+11.70%
YTD
+7.73%
1 Year
+16.39%
3 Years (annualized)
+14.47%
5 Years (annualized)
+10.94%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFNIX 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)
+7.73%
Peer Avg (YTD)
+2.75%
vs Peers
+4.98%

AFNIX Mutual Fund Performance

AFNIX performance across multiple time periods: 1-month 4.49%, YTD 7.73%, 1-year 16.39%, 3-year 14.47%, 5-year 10.94%, 10-year 11.65%.

AFNIX returns outperform the peer average of 2.75% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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