AFPEX Mutual Fund

NAV$9.68

Returns Overview

1 Month
-1.83%
3 Months
-2.22%
6 Months
-3.20%
YTD
-3.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFPEX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
-3.10%
Peer Avg (YTD)
+1.76%
vs Peers
-4.87%

AFPEX Mutual Fund Performance

AFPEX performance across multiple time periods: 1-month -1.83%, YTD -3.10%.

AFPEX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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