AHLAX Mutual Fund

AHLAX Mutual Fund

NAV$11.03
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Returns Overview

1 Month
+4.25%
3 Months
+6.76%
6 Months
+9.51%
YTD
+16.68%
1 Year
+25.59%
3 Years (annualized)
+6.06%
5 Years (annualized)
+5.04%
10 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHLAX 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 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+16.68%
Peer Avg (YTD)
+2.36%
vs Peers
+14.32%

AHLAX Mutual Fund Performance

AHLAX performance across multiple time periods: 1-month 4.25%, YTD 16.68%, 1-year 25.59%, 3-year 6.06%, 5-year 5.04%, 10-year 4.92%.

AHLAX returns outperform the peer average of 2.36% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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