AFPOX Mutual Fund

AFPOX Mutual Fund

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

Returns Overview

1 Month
-2.93%
3 Months
-4.01%
6 Months
-3.22%
YTD
-3.83%
1 Year
-2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFPOX 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)
-3.83%
Peer Avg (YTD)
-1.38%
vs Peers
-2.46%

AFPOX Mutual Fund Performance

AFPOX performance across multiple time periods: 1-month -2.93%, YTD -3.83%, 1-year -2.91%.

AFPOX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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