Nasdaq - Delayed Quote USD
Anfield Universal Fixed Income C (AFLKX)
8.65
-0.04
(-0.46%)
As of 8:05:04 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.15% |
| 5y Average Return | 2.31% |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 3, 2025) | 6.63% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 6.63% |
| Worst 3Y Total Return | -2.17% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
AFLKX
Category
- YTD
- 1.27%
- 1.90%
- 1-Month
- 0.02%
- 0.35%
- 3-Month
- 1.27%
- 1.41%
- 1-Year
- 4.92%
- 7.92%
- 3-Year
- 3.00%
- 3.65%
- 5-Year
- 2.31%
- 3.77%
- 10-Year
- 1.32%
- 2.82%
- Last Bull Market
- 3.65%
- 6.13%
- Last Bear Market
- -4.52%
- -3.74%
Annual Total Return (%) History
Year
AFLKX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.27% | -- | -- | -- |
| 2024 | 1.31% | 1.01% | 2.24% | 0.33% |
| 2023 | 1.16% | 1.00% | 1.93% | 2.39% |
| 2022 | -3.14% | -4.52% | -0.93% | 1.90% |
| 2021 | -0.24% | 1.32% | -0.02% | -0.43% |
| 2020 | -5.34% | 2.36% | 0.55% | 2.30% |
| 2019 | 0.81% | -0.01% | -1.06% | 0.85% |
| 2018 | 0.34% | 0.54% | 1.25% | -1.52% |
| 2017 | 0.13% | 0.58% | 0.50% | 0.64% |
| 2016 | 0.56% | 1.64% | 1.04% | 0.95% |
| 2015 | 0.82% | 0.69% | -0.62% | -0.07% |
| 2014 | 0.79% | 1.46% | -0.54% | -1.04% |
| 2013 | 0.10% | 0.62% | -- | -- |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 35 |
| 3-Month | 51 |
| 1-Year | 66 |
| 3-Year | 63 |
| 5-Year | 77 |
Load Adjusted Returns
| 1-Year | 4.92% |
| 3-Year | 3.00% |
| 5-Year | 2.31% |
| 10-Year | 1.32% |
Performance & Risk
| YTD Return | 1.15% |
| 5y Average Return | 2.31% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.24 |
| Morningstar Risk Rating |
Fund Overview
| Category | Nontraditional Bond |
| Fund Family | Anfield |
| Net Assets | 149.79M |
| YTD Return | 1.27% |
| Yield | 5.29% |
| Morningstar Rating | |
| Inception Date | Jun 28, 2013 |
Fund Summary
The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of fixed income instruments. The principal investments of the fund include corporate bonds, U.S. government and agency securities, master-limited partnerships ("MLPs") (tied to energy-related commodities), preferred securities, private debt, foreign sovereign bonds, convertible securities, bank loans, mortgage-backed securities, and cash equivalent instruments.
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