APHEX Mutual Fund

APHEX Mutual Fund

NAV$28.35
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Returns Overview

1 Month
-2.66%
3 Months
-0.07%
6 Months
+15.38%
YTD
+14.64%
1 Year
+21.70%
3 Years (annualized)
+23.97%
5 Years (annualized)
+8.19%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHEX 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 Emerging Markets Index
This Mutual Fund (YTD)
+14.64%
Peer Avg (YTD)
+18.35%
vs Peers
-3.71%

APHEX Mutual Fund Performance

APHEX performance across multiple time periods: 1-month -2.66%, YTD 14.64%, 1-year 21.70%, 3-year 23.97%, 5-year 8.19%, 10-year 10.11%.

APHEX returns trail the peer average of 18.35% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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