AFFCX Mutual Fund

NAV$7.60

Returns Overview

1 Month
+0.06%
3 Months
+1.12%
6 Months
+0.54%
YTD
+0.54%
1 Year
+3.41%
3 Years (annualized)
+5.28%
5 Years (annualized)
+0.52%
10 Years (annualized)
+2.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFFCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.54%
Peer Avg (YTD)
+5.87%
vs Peers
-5.33%

AFFCX Mutual Fund Performance

AFFCX performance across multiple time periods: 1-month 0.06%, YTD 0.54%, 1-year 3.41%, 3-year 5.28%, 5-year 0.52%, 10-year 2.54%.

AFFCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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