AFRFX Mutual Fund

NAV$6.27

Returns Overview

1 Month
+0.49%
3 Months
+1.47%
6 Months
+1.03%
YTD
+1.03%
1 Year
+3.53%
3 Years (annualized)
+6.41%
5 Years (annualized)
+4.96%
10 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFRFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P UBS Leveraged Loan Index
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+3.23%
vs Peers
-2.20%

AFRFX Mutual Fund Performance

AFRFX performance across multiple time periods: 1-month 0.49%, YTD 1.03%, 1-year 3.53%, 3-year 6.41%, 5-year 4.96%, 10-year 4.97%.

AFRFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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