AFPUX Mutual Fund

NAV$4.37
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.30%
3 Months
+12.15%
6 Months
-0.91%
YTD
+0.42%
1 Year
+1.93%
3 Years (annualized)
+3.14%
5 Years (annualized)
+5.90%
10 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFPUX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 High Dividend Index(^SPXHDUP:SP)
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+4.87%
vs Peers
-4.45%

AFPUX Mutual Fund Performance

AFPUX performance across multiple time periods: 1-month 3.30%, YTD 0.42%, 1-year 1.93%, 3-year 3.14%, 5-year 5.90%, 10-year 0.92%.

AFPUX returns trail the peer average of 4.87% YTD. With an expense ratio of 3.12%, investors should weigh costs against performance when evaluating this mutual fund.

AFPUX performance comparison shows side-by-side returns with another fund. AFPUX alternatives are available in the Mutual Fund Screener.