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AmericaFirst Income I (AFPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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4.8000+0.0100 (+0.21%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.97%
5-Year Average Return3.21%
Number of Years Up7
Number of Years Down6
Best 1 Yr Total Return (Jul 1, 2024)17.58%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return17.58%
Worst 3-Yr Total Return-3.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAFPIXCategory
YTD3.91%11.35%
1-Month4.98%0.99%
3-Month4.86%5.92%
1-Year13.89%32.83%
3-Year0.08%11.75%
5-Year2.93%11.53%
10-Year1.14%8.98%
Last Bull Market16.98%17.67%
Last Bear Market-8.59%-15.71%

Annual Total Return (%) History

Year
AFPIXCategory
2024
N/AN/A
2023
6.57%N/A
2022
-8.61%N/A
2021
17.58%N/A
2020
-6.23%13.51%
2019
9.16%21.35%
2018
-12.03%-7.93%
2017
9.68%15.80%
2016
5.61%7.93%
2015
-6.28%-2.77%
2014
-2.26%5.71%
2013
13.61%21.31%
2012
11.00%13.42%
2011
-11.09%-3.80%
2010
N/A13.49%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.30%N/AN/AN/A
20233.75%-1.86%-4.78%9.91%
20220.77%-8.59%-6.94%6.61%
202113.88%4.06%-3.21%2.51%
2020-20.91%5.40%-1.35%14.02%
20199.13%-3.24%1.36%2.00%
2018-6.32%4.98%0.90%-11.35%
20174.47%1.80%-0.33%3.47%
2016-2.80%-2.43%5.39%5.67%
20152.63%-2.79%-3.91%-2.24%
2014-0.02%2.36%-2.88%-1.67%
20137.73%-0.49%1.59%4.32%
20126.37%1.61%2.89%-0.19%
20111.40%-1.16%-14.63%3.92%
2010-0.56%N/AN/AN/A

Rank In Category (By Total Return)

YTD93
1-Month3
3-Month6
1-Year90
3-Year95
5-Year99

Load Adjusted Returns

1-Year13.89%
3-Year0.08%
5-Year2.93%
10-Year1.14%