APHJX Mutual Fund

APHJX Mutual Fund

NAV$21.38
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Returns Overview

1 Month
-2.75%
3 Months
+3.21%
6 Months
+12.08%
YTD
+8.75%
1 Year
+11.52%
3 Years (annualized)
+11.41%
5 Years (annualized)
+1.81%
10 Years (annualized)
+13.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHJX 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
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📉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 ex USA SMID Cap Index
This Mutual Fund (YTD)
+8.75%
Peer Avg (YTD)
+7.86%
vs Peers
+0.89%

APHJX Mutual Fund Performance

APHJX performance across multiple time periods: 1-month -2.75%, YTD 8.75%, 1-year 11.52%, 3-year 11.41%, 5-year 1.81%, 10-year 13.51%.

APHJX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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