AFPBX Mutual Fund

NAV$9.74

Returns Overview

1 Month
+0.23%
3 Months
+0.94%
6 Months
+0.50%
YTD
+0.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFPBX 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 Return
This Mutual Fund (YTD)
+0.50%
Peer Avg (YTD)
+1.76%
vs Peers
-1.27%

AFPBX Mutual Fund Performance

AFPBX performance across multiple time periods: 1-month 0.23%, YTD 0.50%.

AFPBX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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