AHIVX Mutual Fund

AHIVX Mutual Fund

NAV$8.32
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Returns Overview

1 Month
-2.71%
3 Months
-2.11%
6 Months
+0.16%
YTD
-0.51%
1 Year
+0.34%
3 Years (annualized)
+7.99%
5 Years (annualized)
+3.87%
10 Years (annualized)
+5.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHIVX 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)
-0.51%
Peer Avg (YTD)
+0.50%
vs Peers
-1.01%

AHIVX Mutual Fund Performance

AHIVX performance across multiple time periods: 1-month -2.71%, YTD -0.51%, 1-year 0.34%, 3-year 7.99%, 5-year 3.87%, 10-year 5.39%.

AHIVX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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