APHDX Mutual Fund

APHDX Mutual Fund

NAV$20.46
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Returns Overview

1 Month
-2.60%
3 Months
-7.24%
6 Months
+8.92%
YTD
+2.28%
1 Year
+4.84%
3 Years (annualized)
+13.14%
5 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHDX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.28%
Peer Avg (YTD)
+6.73%
vs Peers
-4.45%

APHDX Mutual Fund Performance

APHDX performance across multiple time periods: 1-month -2.60%, YTD 2.28%, 1-year 4.84%, 3-year 13.14%, 5-year 4.15%.

APHDX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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