AFLEX Mutual Fund

NAV$8.95

Returns Overview

1 Month
+0.25%
3 Months
+1.64%
6 Months
+1.45%
YTD
+1.45%
1 Year
+4.27%
3 Years (annualized)
+6.11%
5 Years (annualized)
+2.86%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFLEX 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
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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
ICE Bank of America Merrill Lynch US Dollar 3 Month LIBOR Constant Maturity Index(^IBML3MLIBOR)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+3.23%
vs Peers
-1.77%

AFLEX Mutual Fund Performance

AFLEX performance across multiple time periods: 1-month 0.25%, YTD 1.45%, 1-year 4.27%, 3-year 6.11%, 5-year 2.86%, 10-year 2.64%.

AFLEX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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