AHTYX Mutual Fund

AHTYX Mutual Fund

NAV$11.25
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Returns Overview

1 Month
-3.62%
3 Months
-2.86%
6 Months
+0.99%
YTD
+4.87%
1 Year
+10.26%
3 Years (annualized)
+9.99%
5 Years (annualized)
+3.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHTYX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.87%
Peer Avg (YTD)
+5.40%
vs Peers
-0.53%

AHTYX Mutual Fund Performance

AHTYX performance across multiple time periods: 1-month -3.62%, YTD 4.87%, 1-year 10.26%, 3-year 9.99%, 5-year 3.72%.

AHTYX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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