AFPHX Mutual Fund

NAV$9.70

Returns Overview

1 Month
-1.72%
3 Months
-1.82%
6 Months
-2.90%
YTD
-2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFPHX 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)
-2.90%
Peer Avg (YTD)
+1.76%
vs Peers
-4.67%

AFPHX Mutual Fund Performance

AFPHX performance across multiple time periods: 1-month -1.72%, YTD -2.90%.

AFPHX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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