AHIDX Mutual Fund

AHIDX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
-2.69%
3 Months
-2.16%
6 Months
+0.28%
YTD
-0.33%
1 Year
+0.56%
3 Years (annualized)
+8.26%
5 Years (annualized)
+4.12%
10 Years (annualized)
+5.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHIDX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-0.33%
Peer Avg (YTD)
+0.50%
vs Peers
-0.83%

AHIDX Mutual Fund Performance

AHIDX performance across multiple time periods: 1-month -2.69%, YTD -0.33%, 1-year 0.56%, 3-year 8.26%, 5-year 4.12%, 10-year 5.63%.

AHIDX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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