AFRCX Mutual Fund

AFRCX Mutual Fund

NAV$6.24
See how much of AFRCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.52%
3 Months
+0.56%
6 Months
+1.34%
YTD
+0.96%
1 Year
+2.10%
3 Years (annualized)
+5.35%
5 Years (annualized)
+4.22%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFRCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P UBS Leveraged Loan Index
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+0.12%
vs Peers
+0.84%

AFRCX Mutual Fund Performance

AFRCX performance across multiple time periods: 1-month 0.52%, YTD 0.96%, 1-year 2.10%, 3-year 5.35%, 5-year 4.22%, 10-year 3.97%.

AFRCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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