APHFX Mutual Fund

APHFX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
-2.29%
3 Months
-1.30%
6 Months
+0.94%
YTD
+0.03%
1 Year
+0.57%
3 Years (annualized)
+8.45%
5 Years (annualized)
+4.18%
10 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHFX 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
ICE BofA US High Yield Master II Index(^ICEBAUSHYMIII)
This Mutual Fund (YTD)
+0.03%
Peer Avg (YTD)
+0.50%
vs Peers
-0.47%

APHFX Mutual Fund Performance

APHFX performance across multiple time periods: 1-month -2.29%, YTD 0.03%, 1-year 0.57%, 3-year 8.45%, 5-year 4.18%, 10-year 6.50%.

APHFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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