AFPQX Mutual Fund

AFPQX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
-2.87%
3 Months
-3.82%
6 Months
-2.88%
YTD
-3.32%
1 Year
-2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFPQX 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
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🏦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
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
-3.32%
Peer Avg (YTD)
-1.38%
vs Peers
-1.94%

AFPQX Mutual Fund Performance

AFPQX performance across multiple time periods: 1-month -2.87%, YTD -3.32%, 1-year -2.31%.

AFPQX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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