Anfield Universal Fixed Income ETF (AFIF) Performance
AFIF total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.0% since Dec 31, 2025
- 1 year
- +2.0% total return
- 5 years
- +3.6% a year
- Since first price
- +2.4% a year since 2018
AFIF trailing returns vs SPY, QQQ, AGG
| Period | AFIF total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.6% | −1.0% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.6% | −1.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.2% | −1.3% | +7.8% | +8.4% | −1.5% |
| YTD | +1.0% | −1.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +2.0% | −1.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +19.3%+6.1%/yr | +4.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +19.6%+3.6%/yr | −3.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionSep 19, 2018 | +21.2%+2.4%/yr | −7.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: AFIF vs SPY
From Sep 19, 2018: AFIF grew to $12,121, SPY to $29,548.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AFIF returns by calendar year
5 of 7 full years positive. Best 2023 (+9.7%), worst 2022 (−5.4%). 2026 is year to date.
AFIF annual returns table
| Year | AFIF | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +1.0% | −1.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.6% | −1.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +7.1% | −0.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +9.7% | −1.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −5.4% | −7.8% | −18.2% | −32.6% | −13.0% |
| 2021 | −0.5% | −1.5% | +28.7% | +27.4% | −1.8% |
| 2020 | +2.2% | −9.4% | +18.3% | +48.6% | +7.5% |
| 2019 | +0.4% | −3.6% | +31.2% | +39.0% | +8.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
AFIF largest drawdowns
Now 1.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 9, 2020 | −10.3% | Oct 14, 2022 | Dec 5, 2023 | 2.6 years | 3.7 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
AFIF risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +6.0% | +3.6% | +2.4% |
| Volatility (annualized) | 2.2% | 3.0% | 2.8% |
| Sharpe ratio | 0.68 | -0.01 | -0.07 |
| Sortino ratio | 0.96 | -0.02 | -0.09 |
| Best month | +1.7% | +2.2% | +2.2% |
| Worst month | −1.6% | −2.3% | −2.3% |
| Best 12 months | +10.4% | +10.4% | +10.4% |
| Worst 12 months | +2.3% | −7.9% | −7.9% |
| Positive months | 83% | 72% | 65% |
| Beta vs S&P 500 | 0.12 | 0.12 | — |
| Correlation with S&P 500 | 0.66 | 0.61 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
AFIF rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 86 | −7.9% | +2.1% | +10.4% | 74% |
| 3-year (a year) | 62 | −2.1% | +1.9% | +8.3% | 66% |
| 5-year (a year) | 38 | +0.3% | +2.6% | +3.8% | 100% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
AFIF performance overview
Anfield Universal Fixed Income ETF (AFIF) returned +2.0% over the past year and +3.6% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +2.4% a year, turning $10,000 into about $12,121. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −10.3%, from Mar 9, 2020 to Oct 14, 2022, and it took 1.1 years to get back to the old high. AFIF finished 5 of its 7 full calendar years with a gain; the best year was 2023 (+9.7%) and the worst 2022 (−5.4%). Volatility has been 2.8% a year.
Related: AFIF chart, AFIF dividends. See the AFIF overview for the latest quote and fund facts.
AFIF performance FAQ
What is the AFIF return over the past year?
AFIF returned +2.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 1.9%.
What is the average annual return of AFIF?
AFIF has returned +3.6% a year over 5 years, +2.4% a year since September 19, 2018 (total return, distributions reinvested).
How much would $10,000 invested in AFIF be worth?
$10,000 invested in AFIF at its first recorded close on September 19, 2018 would be worth about $12,121 on October 23, 2026 with distributions reinvested.
What was the worst year for AFIF?
The worst calendar year was 2022, with a total return of −5.4%. The best was 2023 at +9.7%.
What is the biggest drawdown of AFIF?
The largest peak-to-trough decline was −10.3% between March 9, 2020 and October 14, 2022. It recovered to the old high on December 5, 2023, 1.1 years after the bottom.
How volatile is AFIF?
Over the past 3 years AFIF had an annualized volatility of 2.2% and a Sharpe ratio of 0.68 (excess return over 1–3 month T-bills per unit of risk).