AFRAX Mutual Fund

AFRAX Mutual Fund

NAV$6.22
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Returns Overview

1 Month
+0.40%
3 Months
+1.27%
6 Months
+2.66%
YTD
+1.68%
1 Year
+2.54%
3 Years (annualized)
+5.60%
5 Years (annualized)
+4.69%
10 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFRAX 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 UBS Leveraged Loan Index
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+2.15%
vs Peers
-0.48%

AFRAX Mutual Fund Performance

AFRAX performance across multiple time periods: 1-month 0.40%, YTD 1.68%, 1-year 2.54%, 3-year 5.60%, 5-year 4.69%, 10-year 4.46%.

AFRAX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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