AFTEX Mutual Fund

AFTEX Mutual Fund

NAV$11.83
See how much of AFTEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.05%
3 Months
-5.77%
6 Months
-3.60%
YTD
-3.67%
1 Year
-2.30%
3 Years (annualized)
+3.58%
5 Years (annualized)
+0.52%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFTEX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.67%
Peer Avg (YTD)
-3.82%
vs Peers
+0.16%

AFTEX Mutual Fund Performance

AFTEX performance across multiple time periods: 1-month -4.05%, YTD -3.67%, 1-year -2.30%, 3-year 3.58%, 5-year 0.52%, 10-year 2.06%.

AFTEX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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