AFPBX Mutual Fund

AFPBX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
-2.88%
3 Months
-3.84%
6 Months
-2.94%
YTD
-3.37%
1 Year
-2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFPBX 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
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
-3.37%
Peer Avg (YTD)
-1.38%
vs Peers
-1.99%

AFPBX Mutual Fund Performance

AFPBX performance across multiple time periods: 1-month -2.88%, YTD -3.37%, 1-year -2.44%.

AFPBX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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