AHSZX Mutual Fund

AHSZX Mutual Fund

NAV$30.13
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Returns Overview

1 Month
+2.66%
3 Months
+16.38%
6 Months
+35.99%
YTD
+31.92%
1 Year
+49.37%
3 Years (annualized)
+13.98%
5 Years (annualized)
+0.55%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHSZX 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
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📉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)
+31.92%
Peer Avg (YTD)
+8.76%
vs Peers
+23.16%

AHSZX Mutual Fund Performance

AHSZX performance across multiple time periods: 1-month 2.66%, YTD 31.92%, 1-year 49.37%, 3-year 13.98%, 5-year 0.55%, 10-year 11.56%.

AHSZX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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