APHKX Mutual Fund

APHKX Mutual Fund

NAV$58.76
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Returns Overview

1 Month
-5.45%
3 Months
-2.92%
6 Months
+9.68%
YTD
+8.48%
1 Year
+13.60%
3 Years (annualized)
+18.27%
5 Years (annualized)
+11.98%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHKX 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 ex US Index
This Mutual Fund (YTD)
+8.48%
Peer Avg (YTD)
+9.29%
vs Peers
-0.81%

APHKX Mutual Fund Performance

APHKX performance across multiple time periods: 1-month -5.45%, YTD 8.48%, 1-year 13.60%, 3-year 18.27%, 5-year 11.98%, 10-year 11.21%.

APHKX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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