APHHX Mutual Fund

APHHX Mutual Fund

NAV$23.88
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Returns Overview

1 Month
-3.81%
3 Months
-2.61%
6 Months
+4.71%
YTD
+4.80%
1 Year
+7.13%
3 Years (annualized)
+25.49%
5 Years (annualized)
+9.60%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHHX 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)
+4.80%
Peer Avg (YTD)
+8.68%
vs Peers
-3.88%

APHHX Mutual Fund Performance

APHHX performance across multiple time periods: 1-month -3.81%, YTD 4.80%, 1-year 7.13%, 3-year 25.49%, 5-year 9.60%, 10-year 14.03%.

APHHX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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