AHACX Mutual Fund

AHACX Mutual Fund

NAV$11.01
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Returns Overview

1 Month
-3.69%
3 Months
-3.10%
6 Months
+0.46%
YTD
+4.09%
1 Year
+9.13%
3 Years (annualized)
+8.92%
5 Years (annualized)
+2.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHACX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.09%
Peer Avg (YTD)
+5.40%
vs Peers
-1.31%

AHACX Mutual Fund Performance

AHACX performance across multiple time periods: 1-month -3.69%, YTD 4.09%, 1-year 9.13%, 3-year 8.92%, 5-year 2.70%.

AHACX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

AHACX vs another fund shows side-by-side returns. AHACX alternatives are available in the Mutual Fund Screener.