AFLIX vs. FDFIX

Last updated Apr 1, 2026

Compare and contrast key facts about Anfield Universal Fixed Income Fund (AFLIX) and Fidelity Flex 500 Index Fund (FDFIX).

AFLIX is managed by Anfield. It was launched on Jun 27, 2013. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.

Performance

AFLIX vs. FDFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anfield Universal Fixed Income Fund (AFLIX) and Fidelity Flex 500 Index Fund (FDFIX). The values are adjusted to include any dividend payments, if applicable.

AFLIX vs. FDFIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AFLIX Anfield Universal Fixed Income Fund	-0.23%	5.99%	5.51%	7.75%	-5.69%	1.66%	0.58%	1.56%	1.70%	1.85%
FDFIX Fidelity Flex 500 Index Fund	-7.27%	17.59%	25.06%	26.27%	-18.10%	28.69%	18.46%	31.47%	-4.45%	10.75%

Returns By Period

In the year-to-date period, AFLIX achieves a -0.23% return, which is significantly higher than FDFIX's -7.27% return.

AFLIX

• 1D: 0.17%
• 1M: -1.06%
• YTD: -0.23%
• 6M: 1.26%
• 1Y: 4.69%
• 3Y*: 5.83%
• 5Y*: 2.86%
• 10Y*: —

FDFIX

• 1D: -0.33%
• 1M: -7.59%
• YTD: -7.27%
• 6M: -4.96%
• 1Y: 13.90%
• 3Y*: 17.02%
• 5Y*: 11.31%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AFLIX vs. FDFIX - Expense Ratio Comparison

AFLIX has a 1.39% expense ratio, which is higher than FDFIX's 0.00% expense ratio.

AFLIX

Anfield Universal Fixed Income Fund

FDFIX

Fidelity Flex 500 Index Fund

Return for Risk

AFLIX vs. FDFIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AFLIX

AFLIX Risk / Return Rank: 97
AFLIX Sharpe Ratio Rank: 98
AFLIX Sortino Ratio Rank: 98
AFLIX Omega Ratio Rank: 98
AFLIX Calmar Ratio Rank: 96
AFLIX Martin Ratio Rank: 96

FDFIX

FDFIX Risk / Return Rank: 42
FDFIX Sharpe Ratio Rank: 39
FDFIX Sortino Ratio Rank: 43
FDFIX Omega Ratio Rank: 47
FDFIX Calmar Ratio Rank: 36
FDFIX Martin Ratio Rank: 46

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.

AFLIX vs. FDFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anfield Universal Fixed Income Fund (AFLIX) and Fidelity Flex 500 Index Fund (FDFIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AFLIX	FDFIX	Difference
Sharpe ratio Return per unit of total volatility	2.99	0.81	+2.18
Sortino ratio Return per unit of downside risk	4.20	1.26	+2.94
Omega ratio Gain probability vs. loss probability	1.81	1.19	+0.61
Calmar ratio Return relative to maximum drawdown	3.48	0.96	+2.52
Martin ratio Return relative to average drawdown	14.84	4.59	+10.24
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AFLIX vs. FDFIX - Sharpe Ratio Comparison

The current AFLIX Sharpe Ratio is 2.99, which is higher than the FDFIX Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of AFLIX and FDFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AFLIX	FDFIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.99	0.81	+2.18
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.44	0.67	+0.77
Sharpe Ratio (All Time) Calculated using the full available price history	0.98	0.71	+0.27

Correlation

The correlation between AFLIX and FDFIX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

AFLIX vs. FDFIX - Dividend Comparison

AFLIX's dividend yield for the trailing twelve months is around 2.74%, more than FDFIX's 1.20% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
AFLIX Anfield Universal Fixed Income Fund	2.74%	3.15%	5.97%	5.31%	4.13%	2.40%	4.51%	2.88%	2.92%	1.34%
FDFIX Fidelity Flex 500 Index Fund	1.20%	1.11%	1.26%	1.48%	1.70%	1.27%	1.52%	1.78%	2.16%	0.50%

Drawdowns

AFLIX vs. FDFIX - Drawdown Comparison

The maximum AFLIX drawdown since its inception was -9.43%, smaller than the maximum FDFIX drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for AFLIX and FDFIX.

Drawdown Indicators

	AFLIX	FDFIX	Difference
Max Drawdown Largest peak-to-trough decline	-9.43%	-33.77%	+24.34%
Max Drawdown (1Y) Largest decline over 1 year	-1.38%	-12.13%	+10.75%
Max Drawdown (5Y) Largest decline over 5 years	-8.55%	-24.51%	+15.96%
Current Drawdown Current decline from peak	-1.15%	-8.99%	+7.84%
Average Drawdown Average peak-to-trough decline	-1.65%	-4.64%	+2.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.32%	2.60%	-2.28%

Volatility

AFLIX vs. FDFIX - Volatility Comparison

The current volatility for Anfield Universal Fixed Income Fund (AFLIX) is 0.68%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 4.22%. This indicates that AFLIX experiences smaller price fluctuations and is considered to be less risky than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AFLIX	FDFIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.68%	4.22%	-3.54%
Volatility (6M) Calculated over the trailing 6-month period	0.98%	9.16%	-8.18%
Volatility (1Y) Calculated over the trailing 1-year period	1.58%	18.20%	-16.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.99%	16.91%	-14.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.34%	18.68%	-16.34%