Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFLKX (ANFIELD UNIVERSAL FIXED INCOME FUND ANFIELD UNIVERSAL FIXED INCOME FUND CLASS C) | 0.66% | 3.78% | 5.25% | 1.99% | 1.60% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFLKX (ANFIELD UNIVERSAL FIXED INCOME FUND ANFIELD UNIVERSAL FIXED INCOME FUND CLASS C) | 07/02/2013 | 06/04/2026 |
| 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 (%) | 0.00 | 3.78 | 5.25 | 1.99 | 1.60 | NA | NA | … | … | 0.66 | 4.26 | 4.56 | 6.61 | -6.54 | 0.51 | -0.34 | 0.58 | 0.60 | 1.86 | 3.86 | 0.81 | 0.68 | 0.70 |
| Sharpe Ratio | NA | 0.97 | 1.42 | -0.21 | -0.01 | NA | NA | … | … | -0.50 | 0.89 | -1.28 | 1.47 | -2.77 | 0.25 | -0.13 | -0.39 | -0.46 | 0.88 | 2.73 | 0.71 | 0.45 | 1.06 |
| Standard Deviation(%) | NA | 1.40 | 1.52 | 1.96 | 2.26 | NA | NA | … | … | 1.74 | 1.60 | 1.59 | 1.62 | 2.87 | 1.97 | 4.47 | 2.11 | 1.54 | 1.40 | 1.34 | 1.10 | 1.47 | 1.30 |
| Draw Down(%) | NA | 1.39 | 1.39 | 9.49 | 10.01 | NA | NA | … | … | 1.39 | 1.38 | 0.69 | 1.49 | 8.48 | 1.35 | 9.44 | 2.54 | 2.21 | 0.79 | 1.01 | 1.15 | 2.13 | 0.49 |
| Yield(%) | 0.00 | 1.21 | 3.76 | 3.04 | 2.47 | 1.90 | 1.43 | … | … | 0.30 | 2.72 | 5.43 | 4.46 | 2.69 | 1.35 | 3.35 | 1.87 | 1.99 | 1.25 | 1.71 | 2.12 | 1.18 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| AFLKX (ANFIELD UNIVERSAL FIXED INCOME FUND ANFIELD UNIVERSAL FIXED INCOME FUND CLASS C) |
-2.55%
Jun 2019 – Jun 2022 |
-1.37%
Oct 2017 – Oct 2022 |
0.57%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFLKX (ANFIELD UNIVERSAL FIXED INCOME FUND ANFIELD UNIVERSAL FIXED INCOME FUND CLASS C) |
5.92%
Oct 2022 – Oct 2025 |
2.31%
Mar 2020 – Mar 2025 |
1.82%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart