AFPHX Mutual Fund

AFPHX Mutual Fund

NAV$9.38
See how much of AFPHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.40%
3 Months
-0.70%
6 Months
-1.84%
YTD
-0.33%

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
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 US Aggregate Bond Index Return
This Mutual Fund (YTD)
-0.33%
Peer Avg (YTD)
+0.56%
vs Peers
-0.89%

AFPHX Mutual Fund Performance

AFPHX performance across multiple time periods: 1-month 0.40%, YTD -0.33%.

AFPHX returns trail the peer average of 0.56% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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