AFBIX Mutual Fund

AFBIX Mutual Fund

NAV$27.79
See how much of AFBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.81%
3 Months
+2.17%
6 Months
+0.07%
YTD
+1.06%
1 Year
+0.25%
3 Years (annualized)
-4.89%
5 Years (annualized)
-1.86%
10 Years (annualized)
-4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFBIX 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
Markit iBoxx $ Liquid High Yield Index(IBXXEUR5)
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+7.57%
vs Peers
-6.52%

AFBIX Mutual Fund Performance

AFBIX performance across multiple time periods: 1-month 2.81%, YTD 1.06%, 1-year 0.25%, 3-year -4.89%, 5-year -1.86%, 10-year -4.11%.

AFBIX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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