APHGX Mutual Fund

APHGX Mutual Fund

NAV$30.73
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Returns Overview

1 Month
-4.56%
3 Months
-1.78%
6 Months
+10.93%
YTD
+6.83%
1 Year
+15.34%
3 Years (annualized)
+22.02%
5 Years (annualized)
+12.35%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHGX 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)
+6.83%
Peer Avg (YTD)
+10.00%
vs Peers
-3.17%

APHGX Mutual Fund Performance

APHGX performance across multiple time periods: 1-month -4.56%, YTD 6.83%, 1-year 15.34%, 3-year 22.02%, 5-year 12.35%, 10-year 11.54%.

APHGX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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