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ISIN
US90214Q7667
CUSIP
90214Q766
Inception Date
Sep 18, 2018
Region
Global (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$171M

Share Price Chart


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Performance

AFIF Performance Chart

Anfield Universal Fixed Income ETF (AFIF) is up 1.6% since the beginning of the year. AFIF is currently trading at $9 per share. Investors who bought $1,000 worth of AFIF shares 5 years ago would now be looking at an investment worth $1,199.


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S&P 500 Index

Returns By Period

Anfield Universal Fixed Income ETF (AFIF) has returned 1.55% so far this year and 5.31% over the past 12 months.


Anfield Universal Fixed Income ETF

1D
0.00%
1M
0.44%
YTD
1.55%
6M
1.69%
1Y
5.31%
3Y*
7.41%
5Y*
3.70%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AFIF Monthly Returns History

Based on dividend-adjusted daily data since Sep 18, 2018, AFIF's average daily return is +0.01%, while the average monthly return is +0.22%. At this rate, an investment would double in approximately 26.3 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2022 with a return of +2.2%, while the worst month was Sep 2022 at -2.3%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, AFIF closed higher 48% of trading days. The best single day was Mar 19, 2020 with a return of +7.5%, while the worst single day was Mar 18, 2020 at -4.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.49%0.55%-1.20%1.23%0.32%0.17%1.55%
20250.89%0.60%-0.12%0.15%0.86%1.05%0.33%0.44%0.50%0.68%0.69%0.30%6.56%
20240.99%0.40%0.54%-0.02%1.02%0.50%1.12%0.90%0.83%-0.38%0.78%0.18%7.06%
20231.87%-0.33%-0.14%0.80%0.18%0.71%1.29%0.93%0.38%0.30%1.63%1.74%9.73%
2022-1.31%-0.11%-1.70%-0.53%-1.41%-1.41%0.76%-0.14%-2.32%0.26%2.19%0.29%-5.38%
2021-0.45%0.48%-0.47%0.02%0.14%0.30%-0.07%-0.11%-0.36%0.16%-0.41%0.29%-0.50%

Benchmark Metrics

Anfield Universal Fixed Income ETF has an annualized alpha of 2.17%, beta of 0.05, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since September 18, 2018.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (9.45%) than losses (6.82%) - typical of diversified or defensive assets.
  • Beta of 0.05 may look defensive, but with R2 of 0.02 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.02 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.17%
Beta
0.05
0.02
Upside Capture
9.45%
Downside Capture
6.82%

Expense Ratio

AFIF has a high expense ratio of 1.08%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

AFIF ranks 68 for risk / return — better than 68% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


AFIF Risk / Return Rank: 6868
Overall Rank
AFIF Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
AFIF Sortino Ratio Rank: 6262
Sortino Ratio Rank
AFIF Omega Ratio Rank: 7171
Omega Ratio Rank
AFIF Calmar Ratio Rank: 6868
Calmar Ratio Rank
AFIF Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Anfield Universal Fixed Income ETF (AFIF) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AFIFBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.08

Sortino ratioReturn per unit of downside risk

+0.05

Omega ratioGain probability vs. loss probability

1.41

1.37

+0.04

Calmar ratioReturn relative to maximum drawdown

3.27

2.78

+0.49

Martin ratioReturn relative to average drawdown

14.44

12.44

+2.00

Dividends

Dividend History

Anfield Universal Fixed Income ETF provided a 3.73% dividend yield over the last twelve months, with an annual payout of $0.35 per share.


1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.10$0.20$0.30$0.40$0.5020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend$0.35$0.33$0.51$0.53$0.31$0.17$0.12$0.25$0.07

Dividend yield

3.73%3.52%5.61%5.91%3.49%1.73%1.25%2.54%0.69%

Monthly Dividends

The table displays the monthly dividend distributions for Anfield Universal Fixed Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.02$0.02$0.04$0.03$0.03$0.04$0.17
2025$0.01$0.03$0.03$0.03$0.03$0.02$0.01$0.01$0.02$0.02$0.01$0.11$0.33
2024$0.02$0.05$0.04$0.05$0.04$0.04$0.05$0.04$0.05$0.04$0.04$0.05$0.51
2023$0.01$0.04$0.04$0.04$0.04$0.05$0.04$0.04$0.04$0.05$0.05$0.09$0.53
2022$0.01$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.03$0.03$0.06$0.31
2021$0.01$0.01$0.01$0.01$0.01$0.02$0.01$0.01$0.02$0.02$0.01$0.03$0.17

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Anfield Universal Fixed Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Anfield Universal Fixed Income ETF was 10.29%, occurring on Oct 14, 2022. Recovery took 286 trading sessions.

The current Anfield Universal Fixed Income ETF drawdown is 0.10%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-10.29%Oct 2022
2y 7mo1y 1mo
3y 9moMar 2020 - Dec 2023
2019 pullback2019
-3.61%Aug 2019
4mo 9d6mo 16d
10mo 25dApr 2019 - Feb 2020
2025 selloff2025
-1.79%Apr 2025
20d22d
1mo 12dMar 2025 - May 2025
2026 pullback2026
-1.63%Mar 2026
29d1mo 16d
2mo 15dFeb 2026 - May 2026
Rate-hike selloffLate 2018
-1.42%Dec 2018
1mo 28d2mo 3d
4mo 1dOct 2018 - Feb 2019

Drawdown Indicators


AFIFBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-10.29%

-56.78%

+46.49%

Max Drawdown (1Y)

Largest decline over 1 year

-1.63%

-9.10%

+7.47%

Max Drawdown (3Y)

Largest decline over 3 years

-1.79%

-18.90%

+17.11%

Max Drawdown (5Y)

Largest decline over 5 years

-8.85%

-25.43%

+16.58%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.10%

-1.80%

+1.70%

Average Drawdown

Average peak-to-trough decline

-2.21%

-10.71%

+8.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.37%

2.03%

-1.66%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with AFIF

Add Anfield Universal Fixed Income ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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