AHDCX Mutual Fund

AHDCX Mutual Fund

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Returns Overview

1 Month
-2.45%
3 Months
-1.75%
6 Months
+0.98%
YTD
+0.36%
1 Year
+1.24%
3 Years (annualized)
+6.70%
5 Years (annualized)
+2.13%
10 Years (annualized)
+3.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHDCX 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
PROUpgrade to run
🏦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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
+0.50%
vs Peers
-0.14%

AHDCX Mutual Fund Performance

AHDCX performance across multiple time periods: 1-month -2.45%, YTD 0.36%, 1-year 1.24%, 3-year 6.70%, 5-year 2.13%, 10-year 3.16%.

AHDCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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