AHTAX Mutual Fund

AHTAX Mutual Fund

NAV$11.12
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Returns Overview

1 Month
-3.65%
3 Months
-2.98%
6 Months
+0.91%
YTD
+4.73%
1 Year
+10.05%
3 Years (annualized)
+9.74%
5 Years (annualized)
+3.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHTAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.73%
Peer Avg (YTD)
+5.40%
vs Peers
-0.67%

AHTAX Mutual Fund Performance

AHTAX performance across multiple time periods: 1-month -3.65%, YTD 4.73%, 1-year 10.05%, 3-year 9.74%, 5-year 3.46%.

AHTAX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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