APHIX Mutual Fund

APHIX Mutual Fund

NAV$32.11
See how much of APHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.21%
3 Months
-4.02%
6 Months
+4.50%
YTD
+7.78%
1 Year
+11.36%
3 Years (annualized)
+21.74%
5 Years (annualized)
+9.48%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+8.68%
vs Peers
-0.90%

APHIX Mutual Fund Performance

APHIX performance across multiple time periods: 1-month -4.21%, YTD 7.78%, 1-year 11.36%, 3-year 21.74%, 5-year 9.48%, 10-year 10.23%.

APHIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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