AFLKX Mutual Fund

AFLKX Mutual Fund

NAV$8.97
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Returns Overview

3 Months
+0.16%
6 Months
+1.50%
YTD
+1.25%
1 Year
+2.49%
3 Years (annualized)
+4.85%
5 Years (annualized)
+2.05%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFLKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US Dollar 3 Month LIBOR Constant Maturity Index(^IBML3MLIBOR)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+0.50%
vs Peers
+0.75%

AFLKX Mutual Fund Performance

AFLKX performance across multiple time periods: YTD 1.25%, 1-year 2.49%, 3-year 4.85%, 5-year 2.05%, 10-year 1.55%.

AFLKX returns outperform the peer average of 0.50% YTD. With an expense ratio of 2.36%, investors should weigh costs against performance when evaluating this mutual fund.

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