Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFLEX (ANFIELD UNIVERSAL FIXED INCOME FUND ANFIELD UNIVERSAL FIXED INCOME FUND CLASS A) | 1.09% | 4.80% | 6.11% | 2.80% | 2.38% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFLEX (ANFIELD UNIVERSAL FIXED INCOME FUND ANFIELD UNIVERSAL FIXED INCOME FUND CLASS A) | 07/02/2013 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.80 | 6.11 | 2.80 | 2.38 | NA | NA | … | … | 1.09 | 6.26 | 5.78 | 7.49 | -5.85 | 1.40 | 0.32 | 1.32 | 1.36 | 2.63 | 4.98 | 1.52 | 1.72 | 1.10 |
| Sharpe Ratio | NA | 1.43 | 1.94 | 0.15 | 0.28 | NA | NA | … | … | 0.03 | 2.22 | 1.60 | 2.32 | -2.55 | 0.29 | 0.02 | -0.08 | -0.02 | 1.40 | 3.55 | 1.22 | 1.32 | 1.75 |
| Standard Deviation(%) | NA | 1.42 | 1.45 | 1.93 | 2.62 | NA | NA | … | … | 1.66 | 1.53 | 1.35 | 1.67 | 2.87 | 4.79 | 4.44 | 2.04 | 1.44 | 1.42 | 1.34 | 1.22 | 1.29 | 1.25 |
| Draw Down(%) | NA | 1.34 | 1.38 | 8.72 | 9.69 | NA | NA | … | … | 1.34 | 1.38 | 0.34 | 1.44 | 7.85 | 3.51 | 9.44 | 2.39 | 1.98 | 0.79 | 0.79 | 1.12 | 1.80 | 0.40 |
| Yield(%) | 0.00 | 2.12 | 4.57 | 3.77 | 3.18 | 2.57 | 1.93 | … | … | 0.75 | 3.49 | 6.19 | 5.17 | 3.48 | 2.13 | 4.09 | 2.60 | 2.64 | 2.01 | 2.78 | 2.91 | 2.22 | 0.40 |
Data as of 06/08/2026, Common starting date is 07/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFLEX (ANFIELD UNIVERSAL FIXED INCOME FUND ANFIELD UNIVERSAL FIXED INCOME FUND CLASS A) |
-1.83%
Jun 2019 – Jun 2022 |
-0.64%
Oct 2017 – Oct 2022 |
1.41%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFLEX (ANFIELD UNIVERSAL FIXED INCOME FUND ANFIELD UNIVERSAL FIXED INCOME FUND CLASS A) |
6.78%
Oct 2022 – Oct 2025 |
3.10%
Oct 2020 – Oct 2025 |
2.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart