APHPX Mutual Fund

APHPX Mutual Fund

NAV$11.30
See how much of APHPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.46%
3 Months
+4.04%
6 Months
+3.96%
YTD
+7.98%
1 Year
+11.49%
3 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHPX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+7.98%
Peer Avg (YTD)
+2.46%
vs Peers
+5.53%

APHPX Mutual Fund Performance

APHPX performance across multiple time periods: 1-month 1.46%, YTD 7.98%, 1-year 11.49%, 3-year 10.09%.

APHPX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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