AHSAX Mutual Fund

AHSAX Mutual Fund

NAV$29.12
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Returns Overview

1 Month
+2.65%
3 Months
+16.32%
6 Months
+35.76%
YTD
+31.57%
1 Year
+48.78%
3 Years (annualized)
+13.51%
5 Years (annualized)
+4.19%
10 Years (annualized)
+16.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHSAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+31.57%
Peer Avg (YTD)
+8.76%
vs Peers
+22.80%

AHSAX Mutual Fund Performance

AHSAX performance across multiple time periods: 1-month 2.65%, YTD 31.57%, 1-year 48.78%, 3-year 13.51%, 5-year 4.19%, 10-year 16.05%.

AHSAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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