AFRCX Mutual Fund

AFRCX Mutual Fund

NAV$6.20
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Returns Overview

1 Month
+0.36%
3 Months
+1.14%
6 Months
+2.24%
YTD
+1.32%
1 Year
+2.01%
3 Years (annualized)
+5.06%
5 Years (annualized)
+4.15%
10 Years (annualized)
+3.94%

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
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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)
+1.32%
Peer Avg (YTD)
+2.15%
vs Peers
-0.83%

AFRCX Mutual Fund Performance

AFRCX performance across multiple time periods: 1-month 0.36%, YTD 1.32%, 1-year 2.01%, 3-year 5.06%, 5-year 4.15%, 10-year 3.94%.

AFRCX returns trail the peer average of 2.15% 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.