AFPFX Mutual Fund

AFPFX Mutual Fund

NAV$9.87
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Returns Overview

3 Months
-1.21%
6 Months
+0.18%
YTD
+0.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFPFX 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)
+0.44%
Peer Avg (YTD)
+1.04%
vs Peers
-0.60%

AFPFX Mutual Fund Performance

AFPFX performance across multiple time periods: YTD 0.44%.

AFPFX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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