AFPAX Mutual Fund

AFPAX Mutual Fund

NAV$4.15
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Returns Overview

1 Month
+3.58%
3 Months
+12.33%
6 Months
-0.79%
YTD
+0.70%
1 Year
+2.52%
3 Years (annualized)
+3.63%
5 Years (annualized)
+6.45%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFPAX 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 High Dividend Index(^SPXHDUP:SP)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+4.87%
vs Peers
-4.17%

AFPAX Mutual Fund Performance

AFPAX performance across multiple time periods: 1-month 3.58%, YTD 0.70%, 1-year 2.52%, 3-year 3.63%, 5-year 6.45%, 10-year 1.45%.

AFPAX returns trail the peer average of 4.87% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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