AFRYX Mutual Fund

AFRYX Mutual Fund

NAV$6.26
See how much of AFRYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.58%
3 Months
+0.75%
6 Months
+1.73%
YTD
+1.42%
1 Year
+2.89%
3 Years (annualized)
+6.15%
5 Years (annualized)
+5.01%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFRYX 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)
+1.42%
Peer Avg (YTD)
+0.12%
vs Peers
+1.30%

AFRYX Mutual Fund Performance

AFRYX performance across multiple time periods: 1-month 0.58%, YTD 1.42%, 1-year 2.89%, 3-year 6.15%, 5-year 5.01%, 10-year 4.75%.

AFRYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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