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Anfield Universal Fixed Income C (AFLKX)

8.65
-0.04
(-0.46%)
As of 8:05:04 AM EDT. Market Open.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 6.63%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
AFLKXCategory AverageAFLKXCategory AverageAFLKXCategory Average
Alpha -0.63 0.01 0.4 0.02 -0.52 0.02
BETA 0.24 0 0.28 0 0.2 0
Mean Annual Return 0.25 0 0.19 0 0.11 0
R-squared 43.25 0.09 45.72 0.08 12.64 0.06
Standard Deviation 2.96 0.06 2.74 0.05 2.94 0.05
Sharpe Ratio -0.55 0 -0.16 0.01 -0.21 0.01
Treynor Ratio -6.76 0.07 -1.68 0.15 -3.18 0.08

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