AFPIX Mutual Fund

AFPIX Mutual Fund

NAV$4.50
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Returns Overview

1 Month
+3.56%
3 Months
+12.45%
6 Months
-0.74%
YTD
+0.87%
1 Year
+2.71%
3 Years (annualized)
+4.30%
5 Years (annualized)
+7.11%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFPIX 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
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📉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)
+0.87%
Peer Avg (YTD)
+4.87%
vs Peers
-4.00%

AFPIX Mutual Fund Performance

AFPIX performance across multiple time periods: 1-month 3.56%, YTD 0.87%, 1-year 2.71%, 3-year 4.30%, 5-year 7.11%, 10-year 2.18%.

AFPIX returns trail the peer average of 4.87% YTD. With an expense ratio of 2.50%, investors should weigh costs against performance when evaluating this mutual fund.

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