AFTFX Mutual Fund

AFTFX Mutual Fund

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

Returns Overview

1 Month
-4.06%
3 Months
-5.79%
6 Months
-3.63%
YTD
-3.72%
1 Year
-2.37%
3 Years (annualized)
+3.50%
5 Years (annualized)
+0.45%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFTFX 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)
-3.72%
Peer Avg (YTD)
-3.82%
vs Peers
+0.10%

AFTFX Mutual Fund Performance

AFTFX performance across multiple time periods: 1-month -4.06%, YTD -3.72%, 1-year -2.37%, 3-year 3.50%, 5-year 0.45%, 10-year 1.83%.

AFTFX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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