AFTFX Mutual Fund

AFTFX Mutual Fund

NAV$12.33
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Returns Overview

1 Month
-1.66%
3 Months
-0.38%
6 Months
-0.14%
YTD
+0.50%
1 Year
+5.21%
3 Years (annualized)
+3.20%
5 Years (annualized)
+0.40%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFTFX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.50%
Peer Avg (YTD)
+0.23%
vs Peers
+0.26%

AFTFX Mutual Fund Performance

AFTFX performance across multiple time periods: 1-month -1.66%, YTD 0.50%, 1-year 5.21%, 3-year 3.20%, 5-year 0.40%, 10-year 1.86%.

AFTFX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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