AFTEX Mutual Fund

AFTEX Mutual Fund

NAV$12.12
See how much of AFTEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.43%
3 Months
-0.90%
6 Months
-1.25%
YTD
-0.36%
1 Year
-0.00%
3 Years (annualized)
+4.65%
5 Years (annualized)
+0.62%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFTEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.36%
Peer Avg (YTD)
-0.30%
vs Peers
-0.06%

AFTEX Mutual Fund Performance

AFTEX performance across multiple time periods: 1-month 3.43%, YTD -0.36%, 1-year -0.00%, 3-year 4.65%, 5-year 0.62%, 10-year 1.94%.

AFTEX returns trail the peer average of -0.30% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

AFTEX vs another fund shows side-by-side returns. AFTEX alternatives are available in the Mutual Fund Screener.